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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 | $53,300 | $73,787-27.8% | $98,716-46.0% | $82,448-35.4% |
| Participation rate | 86.1% | 61.4%+24.7pp | 69.3%+16.8pp | 68.1%+18.0pp |
| Annual return | 18.12% | 18.57%-0.4pp | 31.81%-13.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,266 | $1,511-16.2% | $2,279-44.4% | $2,551-50.4% |
| Participant deferral / active EE | $5,955 | $3,081+93.2% | $4,048+47.1% | $4,139+43.9% |
| Admin fee / account holder | $3,031 | $6,500-53.4% | $8,703-65.2% | $7,234-58.1% |