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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 | $54,299 | $58,493-7.2% | $84,021-35.4% | $72,975-25.6% |
| Participation rate | 95.2% | 61.2%+33.9pp | 69.0%+26.2pp | 69.5%+25.7pp |
| Annual return | 16.81% | 28.93%-12.1pp | 71.32%-54.5pp | 81.01%-64.2pp |
| Employer contribution / active EE | $602 | $1,163-48.2% | $1,984-69.6% | $2,440-75.3% |
| Participant deferral / active EE | $2,471 | $2,394+3.2% | $3,239-23.7% | $3,608-31.5% |
| Admin fee / account holder | $26,450 | $4,569+478.9% | $6,102+333.5% | $5,124+416.2% |