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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 | $57,539 | $88,707-35.1% | $74,184-22.4% | $273,972-79.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 5.67% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,088 | $3,159-65.6% | $2,370-54.1% | $4,869-77.6% |
| Participant deferral / active EE | $4,843 | $4,212+15.0% | $3,550+36.4% | $5,287-8.4% |
| Admin fee / account holder | $827 | $8,717-90.5% | $5,586-85.2% | $10,133-91.8% |