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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 | $70,080 | $97,550-28.2% | $120,344-41.8% | $87,485-19.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.7%+16.6pp | 68.9%+24.4pp |
| Annual return | 17.32% | 18.41%-1.1pp | 20.30%-3.0pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,090 | $2,291-8.8% | $3,020-30.8% | $2,596-19.5% |
| Participant deferral / active EE | $3,891 | $4,230-8.0% | $5,135-24.2% | $4,274-9.0% |
| Admin fee / account holder | $1,957 | $9,543-79.5% | $12,742-84.6% | $7,775-74.8% |