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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 | $73,124 | $81,358-10.1% | $155,556-53.0% | $80,959-9.7% |
| Participation rate | 88.4% | 66.3%+22.1pp | 78.2%+10.1pp | 67.7%+20.7pp |
| Annual return | 10.98% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,947 | $3,106-37.3% | $4,675-58.4% | $2,757-29.4% |
| Participant deferral / active EE | $3,262 | $3,455-5.6% | $5,631-42.1% | $4,300-24.1% |
| Admin fee / account holder | $2,963 | $7,994-62.9% | $15,885-81.3% | $6,925-57.2% |