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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 | $56,449 | $57,590-2.0% | $86,233-34.5% | $82,448-31.5% |
| Participation rate | 96.0% | 57.9%+38.1pp | 69.0%+27.0pp | 68.1%+27.9pp |
| Annual return | 22.47% | 22.41%+0.1pp | 61.39%-38.9pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,757 | $1,655+6.1% | $2,504-29.8% | $2,551-31.1% |
| Participant deferral / active EE | $6,807 | $3,080+121.0% | $4,559+49.3% | $4,139+64.5% |
| Admin fee / account holder | $1,944 | $4,730-58.9% | $8,342-76.7% | $7,234-73.1% |