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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 | $66,314 | $76,407-13.2% | $150,298-55.9% | $82,448-19.6% |
| Participation rate | 81.9% | 66.4%+15.5pp | 77.8%+4.2pp | 68.1%+13.9pp |
| Annual return | 16.26% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,955 | $2,614+13.0% | $4,154-28.9% | $2,551+15.8% |
| Participant deferral / active EE | $2,397 | $3,214-25.4% | $5,453-56.0% | $4,139-42.1% |
| Admin fee / account holder | $6,983 | $6,352+9.9% | $14,116-50.5% | $7,234-3.5% |