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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 | $58,131 | $110,137-47.2% | $161,149-63.9% | $82,637-29.7% |
| Participation rate | 82.9% | 72.4%+10.5pp | 78.8%+4.0pp | 68.1%+14.8pp |
| Annual return | 17.81% | 20.69%-2.9pp | 21.16%-3.3pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,071 | $2,856-27.5% | $4,360-52.5% | $2,552-18.8% |
| Participant deferral / active EE | $3,600 | $4,575-21.3% | $6,153-41.5% | $4,126-12.8% |
| Admin fee / account holder | $2,632 | $9,467-72.2% | $15,194-82.7% | $7,339-64.1% |