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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 | $66,005 | $81,358-18.9% | $155,556-57.6% | $80,959-18.5% |
| Participation rate | 94.7% | 66.3%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 12.40% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,423 | $3,106+10.2% | $4,675-26.8% | $2,757+24.2% |
| Participant deferral / active EE | $3,902 | $3,455+12.9% | $5,631-30.7% | $4,300-9.3% |
| Admin fee / account holder | $8,392 | $7,994+5.0% | $15,885-47.2% | $6,925+21.2% |