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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 | $58,949 | $60,349-2.3% | $74,184-20.5% | $62,881-6.3% |
| Participation rate | 95.1% | 72.7%+22.4pp | 76.6%+18.5pp | 69.3%+25.8pp |
| Annual return | 11.35% | 21.38%-10.0pp | 17.74%-6.4pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,467 | $1,680-12.7% | $2,370-38.1% | $2,281-35.7% |
| Participant deferral / active EE | $2,861 | $2,856+0.2% | $3,550-19.4% | $3,203-10.7% |
| Admin fee / account holder | $15,277 | $4,261+258.6% | $5,586+173.5% | $4,296+255.6% |