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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 | $71,534 | $76,834-6.9% | $108,359-34.0% | $87,485-18.2% |
| Participation rate | 94.1% | 61.7%+32.4pp | 70.1%+24.0pp | 68.9%+25.2pp |
| Annual return | 12.16% | 19.09%-6.9pp | 36.89%-24.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,409 | $1,556+54.8% | $2,399+0.4% | $2,596-7.2% |
| Participant deferral / active EE | $6,079 | $3,100+96.1% | $4,137+46.9% | $4,274+42.3% |
| Admin fee / account holder | $12,375 | $6,537+89.3% | $9,741+27.0% | $7,775+59.2% |