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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 | $83,865 | $71,197+17.8% | $93,669-10.5% | $80,925+3.6% |
| Participation rate | 81.1% | 60.4%+20.7pp | 68.7%+12.4pp | 67.7%+13.5pp |
| Annual return | 16.72% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-18.9pp |
| Employer contribution / active EE | $944 | $1,565-39.7% | $2,424-61.1% | $2,756-65.8% |
| Participant deferral / active EE | $2,773 | $4,036-31.3% | $4,416-37.2% | $4,299-35.5% |
| Admin fee / account holder | $2,747 | $6,959-60.5% | $8,291-66.9% | $6,940-60.4% |