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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 | $57,590-1.0% | $86,233-33.9% | $82,448-30.9% |
| Participation rate | 94.4% | 57.9%+36.6pp | 69.0%+25.4pp | 68.1%+26.4pp |
| Annual return | 14.71% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,163 | $1,655-29.8% | $2,504-53.6% | $2,551-54.4% |
| Participant deferral / active EE | $1,987 | $3,080-35.5% | $4,559-56.4% | $4,139-52.0% |
| Admin fee / account holder | $7,765 | $4,730+64.1% | $8,342-6.9% | $7,234+7.3% |