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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 | $58,409 | $67,602-13.6% | $82,312-29.0% | $70,126-16.7% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.0pp |
| Annual return | 16.58% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,709 | $1,755-2.6% | $2,428-29.6% | $2,343-27.1% |
| Participant deferral / active EE | $2,816 | $2,987-5.7% | $3,706-24.0% | $3,332-15.5% |
| Admin fee / account holder | $2,131 | $4,512-52.8% | $5,608-62.0% | $4,645-54.1% |