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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 | $59,362 | $102,245-41.9% | $89,340-33.6% | $137,256-56.8% |
| Participation rate | 85.0% | 74.9%+10.1pp | 69.6%+15.4pp | 80.0%+5.0pp |
| Annual return | 13.89% | 21.89%-8.0pp | 20.57%-6.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $801 | $2,529-68.3% | $2,231-64.1% | $4,156-80.7% |
| Participant deferral / active EE | $2,853 | $4,436-35.7% | $3,823-25.4% | $6,407-55.5% |
| Admin fee / account holder | $8,191 | $8,085+1.3% | $6,704+22.2% | $12,270-33.2% |