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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 | $52,162 | $71,215-26.8% | $93,696-44.3% | $80,935-35.6% |
| Participation rate | 94.0% | 60.4%+33.6pp | 68.7%+25.3pp | 67.7%+26.3pp |
| Annual return | 22.89% | 11.27%+11.6pp | 133.74%-110.8pp | 35.66%-12.8pp |
| Employer contribution / active EE | $1,761 | $1,565+12.5% | $2,422-27.3% | $2,757-36.1% |
| Participant deferral / active EE | $2,851 | $4,037-29.4% | $4,417-35.5% | $4,299-33.7% |
| Admin fee / account holder | $3,394 | $6,958-51.2% | $8,287-59.0% | $6,924-51.0% |