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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 | $56,233 | $56,544-0.5% | $75,501-25.5% | $70,126-19.8% |
| Participation rate | 97.4% | 68.1%+29.3pp | 72.4%+25.0pp | 69.5%+27.8pp |
| Annual return | 15.02% | 23.59%-8.6pp | 27.35%-12.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,905 | $1,817+4.9% | $2,352-19.0% | $2,343-18.7% |
| Participant deferral / active EE | $2,991 | $2,580+15.9% | $3,142-4.8% | $3,332-10.2% |
| Admin fee / account holder | $3,662 | $3,827-4.3% | $5,801-36.9% | $4,645-21.2% |