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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 | $57,386 | $69,977-18.0% | $108,582-47.1% | $62,881-8.7% |
| Participation rate | 94.6% | 72.9%+21.7pp | 79.6%+15.0pp | 69.3%+25.3pp |
| Annual return | 9.51% | 10.73%-1.2pp | -51.70%+61.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,682 | $2,135-21.2% | $3,758-55.2% | $2,281-26.3% |
| Participant deferral / active EE | $3,394 | $3,165+7.2% | $4,311-21.3% | $3,203+6.0% |
| Admin fee / account holder | $3,291 | $5,076-35.2% | $7,645-57.0% | $4,296-23.4% |