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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 | $65,062 | $76,407-14.8% | $150,298-56.7% | $82,448-21.1% |
| Participation rate | 86.5% | 66.4%+20.1pp | 77.8%+8.8pp | 68.1%+18.4pp |
| Annual return | 14.81% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $786 | $2,614-69.9% | $4,154-81.1% | $2,551-69.2% |
| Participant deferral / active EE | $1,193 | $3,214-62.9% | $5,453-78.1% | $4,139-71.2% |
| Admin fee / account holder | $1,301 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |