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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 | $61,654 | $87,132-29.2% | $105,624-41.6% | $80,959-23.8% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.7%+30.2pp |
| Annual return | 11.32% | 17.03%-5.7pp | 116.20%-104.9pp | 35.67%-24.3pp |
| Employer contribution / active EE | $3,816 | $2,397+59.2% | $3,168+20.5% | $2,757+38.4% |
| Participant deferral / active EE | $3,733 | $3,985-6.3% | $5,013-25.5% | $4,300-13.2% |
| Admin fee / account holder | $2,409 | $8,449-71.5% | $10,961-78.0% | $6,925-65.2% |