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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 | $52,078 | $60,349-13.7% | $74,184-29.8% | $62,881-17.2% |
| Participation rate | 91.3% | 72.7%+18.6pp | 76.6%+14.7pp | 69.3%+22.0pp |
| Annual return | 6.43% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,431 | $1,680-14.8% | $2,370-39.6% | $2,281-37.3% |
| Participant deferral / active EE | $3,287 | $2,856+15.1% | $3,550-7.4% | $3,203+2.6% |
| Admin fee / account holder | $33,621 | $4,261+689.1% | $5,586+501.9% | $4,296+682.7% |