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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 | $76,049 | $81,276-6.4% | $155,574-51.1% | $80,925-6.0% |
| Participation rate | 83.0% | 66.2%+16.7pp | 78.2%+4.7pp | 67.7%+15.3pp |
| Annual return | 12.18% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $3,444 | $3,103+11.0% | $4,676-26.3% | $2,756+25.0% |
| Participant deferral / active EE | $2,623 | $3,453-24.0% | $5,629-53.4% | $4,299-39.0% |
| Admin fee / account holder | $2,358 | $7,993-70.5% | $15,914-85.2% | $6,940-66.0% |