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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 | $101,778-34.4% | $164,975-59.5% | $80,925-17.5% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.7%+16.1pp |
| Annual return | 11.38% | 16.73%-5.3pp | 70.12%-58.7pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,374 | $2,954-19.6% | $4,343-45.3% | $2,756-13.9% |
| Participant deferral / active EE | $3,396 | $4,477-24.1% | $6,033-43.7% | $4,299-21.0% |
| Admin fee / account holder | $3,499 | $8,221-57.4% | $12,688-72.4% | $6,940-49.6% |