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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 | $54,065 | $96,562-44.0% | $80,976-33.2% | $273,968-80.3% |
| Participation rate | 95.8% | 79.1%+16.7pp | 75.8%+20.0pp | 83.0%+12.8pp |
| Annual return | 10.81% | 15.14%-4.3pp | 17.10%-6.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,590 | $4,868-46.8% | $3,714-30.3% | $4,869-46.8% |
| Participant deferral / active EE | $3,335 | $6,597-49.4% | $5,696-41.4% | $5,287-36.9% |
| Admin fee / account holder | $887 | $7,493-88.2% | $5,516-83.9% | $10,132-91.3% |