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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 | $70,892 | $101,798-30.4% | $165,071-57.1% | $80,935-12.4% |
| Participation rate | 87.0% | 71.8%+15.2pp | 78.6%+8.4pp | 67.7%+19.4pp |
| Annual return | 13.96% | 16.73%-2.8pp | 70.17%-56.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,800 | $2,954-5.2% | $4,347-35.6% | $2,757+1.6% |
| Participant deferral / active EE | $7,944 | $4,476+77.5% | $6,035+31.6% | $4,299+84.8% |
| Admin fee / account holder | $1,998 | $8,221-75.7% | $12,695-84.3% | $6,924-71.1% |