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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 | $53,429 | $81,504-34.4% | $102,437-47.8% | $80,959-34.0% |
| Participation rate | 98.0% | 66.9%+31.2pp | 74.5%+23.5pp | 67.7%+30.4pp |
| Annual return | 10.82% | 25.60%-14.8pp | 24.95%-14.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,799 | $3,104-42.0% | $3,871-53.5% | $2,757-34.8% |
| Participant deferral / active EE | $4,920 | $3,871+27.1% | $5,060-2.8% | $4,300+14.4% |
| Admin fee / account holder | $13,295 | $6,719+97.9% | $8,388+58.5% | $6,925+92.0% |