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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 | $81,476-6.7% | $102,383-25.8% | $80,925-6.1% |
| Participation rate | 94.8% | 66.8%+28.0pp | 74.5%+20.3pp | 67.7%+27.1pp |
| Annual return | 14.59% | 25.59%-11.0pp | 24.94%-10.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,244 | $3,105-59.9% | $3,870-67.9% | $2,756-54.9% |
| Participant deferral / active EE | $3,388 | $3,871-12.5% | $5,060-33.0% | $4,299-21.2% |
| Admin fee / account holder | $3,572 | $6,717-46.8% | $8,391-57.4% | $6,940-48.5% |