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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 | $63,722 | $78,015-18.3% | $178,505-64.3% | $80,959-21.3% |
| Participation rate | 93.5% | 65.7%+27.8pp | 77.1%+16.4pp | 67.7%+25.8pp |
| Annual return | 11.94% | 18.10%-6.2pp | 27.16%-15.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,304 | $2,281+1.0% | $3,955-41.8% | $2,757-16.4% |
| Participant deferral / active EE | $4,686 | $4,406+6.4% | $6,280-25.4% | $4,300+9.0% |
| Admin fee / account holder | $1,867 | $7,160-73.9% | $10,428-82.1% | $6,925-73.0% |