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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 | $60,614 | $94,031-35.5% | $115,768-47.6% | $82,448-26.5% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.4%+20.8pp | 68.1%+27.2pp |
| Annual return | 12.28% | 20.61%-8.3pp | 100.46%-88.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,874 | $2,323-19.4% | $2,940-36.3% | $2,551-26.6% |
| Participant deferral / active EE | $5,012 | $3,972+26.2% | $4,917+1.9% | $4,139+21.1% |
| Admin fee / account holder | $18,358 | $10,249+79.1% | $12,439+47.6% | $7,234+153.8% |