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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 | $60,466 | $75,541-20.0% | $152,093-60.2% | $82,637-26.8% |
| Participation rate | 82.8% | 66.5%+16.2pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 16.07% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $3,793 | $2,622+44.7% | $4,175-9.1% | $2,552+48.6% |
| Participant deferral / active EE | $3,081 | $3,206-3.9% | $5,451-43.5% | $4,126-25.3% |
| Admin fee / account holder | $3,519 | $6,405-45.1% | $14,497-75.7% | $7,339-52.0% |