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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 | $83,069 | $97,550-14.8% | $120,344-31.0% | $87,485-5.0% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.7%+17.2pp | 68.9%+25.0pp |
| Annual return | 19.31% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,034 | $2,291-11.2% | $3,020-32.7% | $2,596-21.7% |
| Participant deferral / active EE | $4,751 | $4,230+12.3% | $5,135-7.5% | $4,274+11.2% |
| Admin fee / account holder | $1,064 | $9,543-88.8% | $12,742-91.6% | $7,775-86.3% |