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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 | $51,735 | $73,787-29.9% | $98,716-47.6% | $82,448-37.3% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.3%+27.1pp | 68.1%+28.4pp |
| Annual return | 17.27% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,806 | $1,511+19.5% | $2,279-20.7% | $2,551-29.2% |
| Participant deferral / active EE | $2,664 | $3,081-13.5% | $4,048-34.2% | $4,139-35.6% |
| Admin fee / account holder | $531 | $6,500-91.8% | $8,703-93.9% | $7,234-92.7% |