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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 | $81,262-10.0% | $155,602-53.0% | $80,911-9.6% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.6%+20.7pp |
| Annual return | 10.98% | 33.34%-22.4pp | 64.81%-53.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,947 | $3,102-37.2% | $4,675-58.4% | $2,756-29.3% |
| Participant deferral / active EE | $3,262 | $3,451-5.5% | $5,629-42.0% | $4,297-24.1% |
| Admin fee / account holder | $2,963 | $7,992-62.9% | $15,923-81.4% | $6,935-57.3% |