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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 | $52,896 | $57,590-8.2% | $86,233-38.7% | $82,448-35.8% |
| Participation rate | 83.3% | 57.9%+25.5pp | 69.0%+14.3pp | 68.1%+15.3pp |
| Annual return | 24.16% | 22.41%+1.7pp | 61.39%-37.2pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,316 | $1,655-20.5% | $2,504-47.5% | $2,551-48.4% |
| Participant deferral / active EE | $8,900 | $3,080+189.0% | $4,559+95.2% | $4,139+115.0% |
| Admin fee / account holder | $2,551 | $4,730-46.1% | $8,342-69.4% | $7,234-64.7% |