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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 | $76,834-30.6% | $108,359-50.8% | $87,485-39.1% |
| Participation rate | 86.1% | 61.7%+24.3pp | 70.1%+16.0pp | 68.9%+17.1pp |
| Annual return | 18.12% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,266 | $1,556-18.6% | $2,399-47.2% | $2,596-51.2% |
| Participant deferral / active EE | $5,955 | $3,100+92.1% | $4,137+43.9% | $4,274+39.3% |
| Admin fee / account holder | $3,031 | $6,537-53.6% | $9,741-68.9% | $7,775-61.0% |