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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 | $58,666 | $49,239+19.1% | $70,462-16.7% | $79,858-26.5% |
| Participation rate | 98.9% | 69.2%+29.8pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 14.41% | 30.08%-15.7pp | 109.08%-94.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,820 | $2,100-13.3% | $2,737-33.5% | $2,471-26.3% |
| Participant deferral / active EE | $1,092 | $2,769-60.6% | $3,710-70.6% | $3,740-70.8% |
| Admin fee / account holder | $2,588 | $2,876-10.0% | $3,845-32.7% | $5,306-51.2% |