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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 | $81,158 | $114,712-29.3% | $173,730-53.3% | $87,485-7.2% |
| Participation rate | 98.8% | 73.0%+25.8pp | 79.6%+19.3pp | 68.9%+29.9pp |
| Annual return | 17.98% | 20.18%-2.2pp | 19.96%-2.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,453 | $2,904-49.9% | $4,577-68.2% | $2,596-44.0% |
| Participant deferral / active EE | $2,928 | $4,642-36.9% | $6,326-53.7% | $4,274-31.5% |
| Admin fee / account holder | $3,639 | $10,210-64.4% | $17,523-79.2% | $7,775-53.2% |