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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 | $63,386 | $95,453-33.6% | $112,040-43.4% | $82,448-23.1% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 13.93% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,493 | $2,318+7.5% | $2,954-15.6% | $2,551-2.3% |
| Participant deferral / active EE | $5,620 | $4,224+33.0% | $5,098+10.2% | $4,139+35.8% |
| Admin fee / account holder | $18,363 | $9,013+103.7% | $12,098+51.8% | $7,234+153.8% |