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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 | $56,994 | $60,442-5.7% | $96,754-41.1% | $87,485-34.9% |
| Participation rate | 94.4% | 58.7%+35.7pp | 70.3%+24.2pp | 68.9%+25.5pp |
| Annual return | 14.71% | 21.97%-7.3pp | 82.04%-67.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,163 | $1,691-31.2% | $2,679-56.6% | $2,596-55.2% |
| Participant deferral / active EE | $1,987 | $3,280-39.4% | $4,758-58.2% | $4,274-53.5% |
| Admin fee / account holder | $7,765 | $5,069+53.2% | $8,905-12.8% | $7,775-0.1% |