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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 | $55,921 | $95,453-41.4% | $112,040-50.1% | $82,448-32.2% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 14.11% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,397 | $2,318+3.4% | $2,954-18.9% | $2,551-6.0% |
| Participant deferral / active EE | $4,229 | $4,224+0.1% | $5,098-17.0% | $4,139+2.2% |
| Admin fee / account holder | $3,107 | $9,013-65.5% | $12,098-74.3% | $7,234-57.1% |