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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 | $58,848-10.1% | $88,179-40.0% | $82,637-36.0% |
| Participation rate | 83.3% | 57.9%+25.4pp | 69.1%+14.2pp | 68.1%+15.3pp |
| Annual return | 24.16% | 22.76%+1.4pp | 64.97%-40.8pp | 53.51%-29.4pp |
| Employer contribution / active EE | $1,316 | $1,678-21.6% | $2,549-48.4% | $2,552-48.4% |
| Participant deferral / active EE | $8,900 | $3,124+184.9% | $4,614+92.9% | $4,126+115.7% |
| Admin fee / account holder | $2,551 | $4,795-46.8% | $7,673-66.7% | $7,339-65.2% |