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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 | $51,028 | $54,541-6.4% | $78,778-35.2% | $70,126-27.2% |
| Participation rate | 75.9% | 60.8%+15.1pp | 69.2%+6.7pp | 69.5%+6.4pp |
| Annual return | 13.70% | 21.07%-7.4pp | 35.62%-21.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $861 | $1,089-20.9% | $1,986-56.6% | $2,343-63.2% |
| Participant deferral / active EE | $1,719 | $2,210-22.2% | $2,958-41.9% | $3,332-48.4% |
| Admin fee / account holder | $1,897 | $3,709-48.9% | $5,134-63.1% | $4,645-59.2% |