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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 | $76,705 | $101,778-24.6% | $164,975-53.5% | $80,925-5.2% |
| Participation rate | 99.0% | 71.8%+27.1pp | 78.6%+20.4pp | 67.7%+31.3pp |
| Annual return | 14.94% | 16.73%-1.8pp | 70.12%-55.2pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,470 | $2,954-16.4% | $4,343-43.1% | $2,756-10.4% |
| Participant deferral / active EE | $4,990 | $4,477+11.5% | $6,033-17.3% | $4,299+16.1% |
| Admin fee / account holder | $1,957 | $8,221-76.2% | $12,688-84.6% | $6,940-71.8% |