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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,274 | $101,778-50.6% | $164,975-69.5% | $80,925-37.9% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.7pp |
| Annual return | 13.20% | 16.73%-3.5pp | 70.12%-56.9pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,207 | $2,954+8.6% | $4,343-26.2% | $2,756+16.3% |
| Participant deferral / active EE | $2,986 | $4,477-33.3% | $6,033-50.5% | $4,299-30.5% |
| Admin fee / account holder | $1,631 | $8,221-80.2% | $12,688-87.1% | $6,940-76.5% |