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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 | $60,081 | $76,371-21.3% | $93,621-35.8% | $72,976-17.7% |
| Participation rate | 89.2% | 71.8%+17.5pp | 75.8%+13.4pp | 69.5%+19.7pp |
| Annual return | 21.35% | 25.82%-4.5pp | 32.76%-11.4pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,168 | $2,276-48.7% | $2,719-57.0% | $2,440-52.1% |
| Participant deferral / active EE | $3,388 | $3,538-4.2% | $4,070-16.7% | $3,608-6.1% |
| Admin fee / account holder | $3,734 | $6,839-45.4% | $7,890-52.7% | $5,124-27.1% |