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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 | $53,848 | $49,255+9.3% | $70,494-23.6% | $79,856-32.6% |
| Participation rate | 96.0% | 69.2%+26.8pp | 75.1%+20.9pp | 69.6%+26.4pp |
| Annual return | 12.46% | 30.10%-17.6pp | 109.16%-96.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,582 | $2,100-24.7% | $2,738-42.2% | $2,471-36.0% |
| Participant deferral / active EE | $1,497 | $2,768-45.9% | $3,711-59.7% | $3,741-60.0% |
| Admin fee / account holder | $6,398 | $2,879+122.2% | $3,848+66.3% | $5,306+20.6% |