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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 | $58,207 | $73,787-21.1% | $98,716-41.0% | $82,448-29.4% |
| Participation rate | 93.3% | 61.4%+31.9pp | 69.3%+24.0pp | 68.1%+25.3pp |
| Annual return | 17.52% | 18.57%-1.0pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,642 | $1,511+8.7% | $2,279-27.9% | $2,551-35.6% |
| Participant deferral / active EE | $3,087 | $3,081+0.2% | $4,048-23.7% | $4,139-25.4% |
| Admin fee / account holder | $2,846 | $6,500-56.2% | $8,703-67.3% | $7,234-60.7% |