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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 | $66,771 | $101,752-34.4% | $164,928-59.5% | $80,911-17.5% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.6%+16.1pp |
| Annual return | 11.38% | 16.73%-5.3pp | 70.08%-58.7pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,374 | $2,953-19.6% | $4,343-45.3% | $2,756-13.8% |
| Participant deferral / active EE | $3,396 | $4,477-24.1% | $6,034-43.7% | $4,297-21.0% |
| Admin fee / account holder | $3,499 | $8,218-57.4% | $12,684-72.4% | $6,935-49.5% |