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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 | $129,938 | $52,306+148.4% | $69,779+86.2% | $62,881+106.6% |
| Participation rate | 96.3% | 67.2%+29.1pp | 71.8%+24.5pp | 69.3%+27.0pp |
| Annual return | 6.57% | 13.35%-6.8pp | 12.99%-6.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $927 | $1,799-48.5% | $2,338-60.4% | $2,281-59.4% |
| Participant deferral / active EE | $1,520 | $2,395-36.5% | $2,931-48.1% | $3,203-52.5% |
| Admin fee / account holder | $1,891 | $3,691-48.8% | $4,381-56.8% | $4,296-56.0% |