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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 | $81,233-6.4% | $155,567-51.1% | $80,874-6.0% |
| Participation rate | 83.0% | 66.2%+16.7pp | 78.2%+4.8pp | 67.6%+15.3pp |
| Annual return | 12.18% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,444 | $3,101+11.1% | $4,674-26.3% | $2,756+25.0% |
| Participant deferral / active EE | $2,623 | $3,452-24.0% | $5,628-53.4% | $4,297-39.0% |
| Admin fee / account holder | $2,358 | $7,998-70.5% | $15,916-85.2% | $6,935-66.0% |