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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 | $75,994 | $81,504-6.8% | $102,437-25.8% | $80,959-6.1% |
| Participation rate | 94.8% | 66.9%+28.0pp | 74.5%+20.3pp | 67.7%+27.1pp |
| Annual return | 14.59% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,244 | $3,104-59.9% | $3,871-67.9% | $2,757-54.9% |
| Participant deferral / active EE | $3,388 | $3,871-12.5% | $5,060-33.1% | $4,300-21.2% |
| Admin fee / account holder | $3,572 | $6,719-46.8% | $8,388-57.4% | $6,925-48.4% |