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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 | $53,726 | $95,453-43.7% | $112,040-52.0% | $82,448-34.8% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 14.91% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,727 | $2,318+17.7% | $2,954-7.7% | $2,551+6.9% |
| Participant deferral / active EE | $3,574 | $4,224-15.4% | $5,098-29.9% | $4,139-13.7% |
| Admin fee / account holder | $2,126 | $9,013-76.4% | $12,098-82.4% | $7,234-70.6% |