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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 | $53,854 | $81,358-33.8% | $155,556-65.4% | $80,959-33.5% |
| Participation rate | 95.7% | 66.3%+29.5pp | 78.2%+17.5pp | 67.7%+28.1pp |
| Annual return | 14.05% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,858 | $3,106-8.0% | $4,675-38.9% | $2,757+3.7% |
| Participant deferral / active EE | $6,783 | $3,455+96.3% | $5,631+20.5% | $4,300+57.7% |
| Admin fee / account holder | $2,291 | $7,994-71.3% | $15,885-85.6% | $6,925-66.9% |