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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 | $64,649 | $56,287+14.9% | $80,977-20.2% | $62,881+2.8% |
| Participation rate | 86.1% | 68.9%+17.2pp | 75.8%+10.3pp | 69.3%+16.8pp |
| Annual return | 11.22% | 22.13%-10.9pp | 17.11%-5.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,484 | $1,943-23.6% | $3,715-60.1% | $2,281-35.0% |
| Participant deferral / active EE | $2,546 | $4,196-39.3% | $5,696-55.3% | $3,203-20.5% |
| Admin fee / account holder | $845 | $3,742-77.4% | $5,517-84.7% | $4,296-80.3% |