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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 | $58,338 | $99,345-41.3% | $84,753-31.2% | $273,972-78.7% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 2.72% | 22.93%-20.2pp | 22.78%-20.1pp | 41.46%-38.7pp |
| Employer contribution / active EE | $1,015 | $4,214-75.9% | $3,574-71.6% | $4,869-79.2% |
| Participant deferral / active EE | $2,997 | $4,270-29.8% | $3,712-19.3% | $5,287-43.3% |
| Admin fee / account holder | $6,722 | $6,645+1.2% | $5,333+26.1% | $10,133-33.7% |