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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 | $64,540 | $94,031-31.4% | $115,768-44.3% | $82,448-21.7% |
| Participation rate | 82.0% | 70.4%+11.5pp | 74.4%+7.6pp | 68.1%+13.9pp |
| Annual return | 16.87% | 20.61%-3.7pp | 100.46%-83.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,329 | $2,323+0.3% | $2,940-20.8% | $2,551-8.7% |
| Participant deferral / active EE | $8,651 | $3,972+117.8% | $4,917+76.0% | $4,139+109.0% |
| Admin fee / account holder | $3,610 | $10,249-64.8% | $12,439-71.0% | $7,234-50.1% |