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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 | $60,795 | $99,345-38.8% | $84,753-28.3% | $273,972-77.8% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 8.10% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,543 | $4,214-39.7% | $3,574-28.9% | $4,869-47.8% |
| Participant deferral / active EE | $3,174 | $4,270-25.7% | $3,712-14.5% | $5,287-40.0% |
| Admin fee / account holder | $1,919 | $6,645-71.1% | $5,333-64.0% | $10,133-81.1% |