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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 | $81,446-34.4% | $103,374-48.3% | $80,874-33.9% |
| Participation rate | 98.0% | 66.9%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 10.82% | 25.57%-14.8pp | 24.89%-14.1pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,799 | $3,107-42.1% | $3,869-53.5% | $2,756-34.7% |
| Participant deferral / active EE | $4,920 | $3,870+27.1% | $5,058-2.7% | $4,297+14.5% |
| Admin fee / account holder | $13,295 | $6,715+98.0% | $8,394+58.4% | $6,935+91.7% |