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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 | $67,596 | $86,940-22.2% | $102,434-34.0% | $80,935-16.5% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.7%+23.4pp |
| Annual return | 10.83% | 18.89%-8.1pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $738 | $2,370-68.9% | $3,023-75.6% | $2,757-73.2% |
| Participant deferral / active EE | $2,900 | $4,121-29.6% | $5,055-42.6% | $4,299-32.6% |
| Admin fee / account holder | $4,812 | $8,047-40.2% | $9,462-49.1% | $6,924-30.5% |