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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 | $79,911 | $95,453-16.3% | $112,040-28.7% | $82,448-3.1% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 13.90% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,833 | $2,318-20.9% | $2,954-37.9% | $2,551-28.1% |
| Participant deferral / active EE | $4,244 | $4,224+0.5% | $5,098-16.7% | $4,139+2.5% |
| Admin fee / account holder | $32,297 | $9,013+258.3% | $12,098+167.0% | $7,234+346.4% |