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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 | $54,604 | $64,920-15.9% | $103,693-47.3% | $86,983-37.2% |
| Participation rate | 98.4% | 63.6%+34.8pp | 72.6%+25.7pp | 69.5%+28.8pp |
| Annual return | 15.65% | 30.29%-14.6pp | 47.61%-32.0pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,963 | $2,141-8.3% | $2,920-32.8% | $2,584-24.0% |
| Participant deferral / active EE | $3,284 | $3,241+1.3% | $4,579-28.3% | $4,194-21.7% |
| Admin fee / account holder | $5,947 | $6,191-4.0% | $7,858-24.3% | $7,856-24.3% |