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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 | $56,231 | $57,119-1.6% | $85,187-34.0% | $80,935-30.5% |
| Participation rate | 79.3% | 56.4%+22.9pp | 67.5%+11.8pp | 67.7%+11.6pp |
| Annual return | 16.56% | 21.70%-5.1pp | 66.67%-50.1pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,536 | $1,802-14.8% | $2,732-43.8% | $2,757-44.3% |
| Participant deferral / active EE | $4,152 | $3,115+33.3% | $4,525-8.2% | $4,299-3.4% |
| Admin fee / account holder | $916 | $4,990-81.6% | $6,162-85.1% | $6,924-86.8% |