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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 | $74,218 | $57,590+28.9% | $86,233-13.9% | $82,448-10.0% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.0%+11.0pp | 68.1%+11.9pp |
| Annual return | 16.48% | 22.41%-5.9pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $558 | $1,655-66.3% | $2,504-77.7% | $2,551-78.1% |
| Participant deferral / active EE | $3,320 | $3,080+7.8% | $4,559-27.2% | $4,139-19.8% |
| Admin fee / account holder | $1,426 | $4,730-69.9% | $8,342-82.9% | $7,234-80.3% |