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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 | $59,774 | $76,371-21.7% | $93,621-36.2% | $72,976-18.1% |
| Participation rate | 96.8% | 71.8%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 17.71% | 25.82%-8.1pp | 32.76%-15.0pp | 81.02%-63.3pp |
| Employer contribution / active EE | $676 | $2,276-70.3% | $2,719-75.1% | $2,440-72.3% |
| Participant deferral / active EE | $3,516 | $3,538-0.6% | $4,070-13.6% | $3,608-2.5% |
| Admin fee / account holder | $10,864 | $6,839+58.8% | $7,890+37.7% | $5,124+112.0% |