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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 | $97,550-44.9% | $120,344-55.4% | $87,485-38.6% |
| Participation rate | 97.0% | 72.8%+24.1pp | 76.7%+20.3pp | 68.9%+28.0pp |
| Annual return | 14.91% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $2,727 | $2,291+19.0% | $3,020-9.7% | $2,596+5.0% |
| Participant deferral / active EE | $3,574 | $4,230-15.5% | $5,135-30.4% | $4,274-16.4% |
| Admin fee / account holder | $2,126 | $9,543-77.7% | $12,742-83.3% | $7,775-72.7% |