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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 | $24,069 | $69,273-65.3% | $90,796-73.5% | $82,637-70.9% |
| Participation rate | 93.7% | 64.0%+29.6pp | 69.5%+24.2pp | 68.1%+25.6pp |
| Annual return | 15.46% | 18.37%-2.9pp | 19.29%-3.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,683 | $1,865-9.8% | $2,294-26.6% | $2,552-34.1% |
| Participant deferral / active EE | $2,766 | $3,047-9.3% | $3,822-27.6% | $4,126-33.0% |
| Admin fee / account holder | $8,766 | $5,511+59.1% | $7,024+24.8% | $7,339+19.5% |