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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 | $60,157 | $86,938-30.8% | $102,423-41.3% | $80,925-25.7% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.2pp | 67.7%+26.1pp |
| Annual return | 14.17% | 18.89%-4.7pp | 29.42%-15.3pp | 35.65%-21.5pp |
| Employer contribution / active EE | $709 | $2,369-70.1% | $3,023-76.5% | $2,756-74.3% |
| Participant deferral / active EE | $3,673 | $4,120-10.9% | $5,054-27.3% | $4,299-14.6% |
| Admin fee / account holder | $6,721 | $8,053-16.5% | $9,455-28.9% | $6,940-3.2% |