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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 | $53,016 | $67,602-21.6% | $82,312-35.6% | $70,126-24.4% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.5pp |
| Annual return | 18.03% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,121 | $1,755-36.1% | $2,428-53.9% | $2,343-52.2% |
| Participant deferral / active EE | $3,600 | $2,987+20.5% | $3,706-2.9% | $3,332+8.0% |
| Admin fee / account holder | $327 | $4,512-92.7% | $5,608-94.2% | $4,645-93.0% |