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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 | $81,676 | $77,814+5.0% | $158,223-48.4% | $86,983-6.1% |
| Participation rate | 96.8% | 68.4%+28.4pp | 79.2%+17.6pp | 69.5%+27.2pp |
| Annual return | 16.30% | 30.54%-14.2pp | 52.09%-35.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,052 | $2,592-59.4% | $4,109-74.4% | $2,584-59.3% |
| Participant deferral / active EE | $2,106 | $3,270-35.6% | $5,467-61.5% | $4,194-49.8% |
| Admin fee / account holder | $972 | $5,879-83.5% | $16,047-93.9% | $7,856-87.6% |