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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 | $65,146 | $102,245-36.3% | $89,340-27.1% | $137,256-52.5% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 16.94% | 21.89%-5.0pp | 20.57%-3.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,842 | $2,529-27.2% | $2,231-17.5% | $4,156-55.7% |
| Participant deferral / active EE | $3,631 | $4,436-18.2% | $3,823-5.0% | $6,407-43.3% |
| Admin fee / account holder | $5,643 | $8,085-30.2% | $6,704-15.8% | $12,270-54.0% |