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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 | $54,889 | $87,060-37.0% | $105,591-48.0% | $80,911-32.2% |
| Participation rate | 92.5% | 70.4%+22.0pp | 75.3%+17.2pp | 67.6%+24.8pp |
| Annual return | 12.18% | 17.05%-4.9pp | 116.43%-104.2pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,862 | $2,396-22.3% | $3,166-41.2% | $2,756-32.4% |
| Participant deferral / active EE | $2,828 | $3,986-29.1% | $5,008-43.5% | $4,297-34.2% |
| Admin fee / account holder | $2,926 | $8,442-65.3% | $11,024-73.5% | $6,935-57.8% |