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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 | $62,562 | $124,425-49.7% | $112,040-44.2% | $137,256-54.4% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 14.63% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,596 | $3,411-23.9% | $2,954-12.1% | $4,156-37.5% |
| Participant deferral / active EE | $2,834 | $5,718-50.4% | $5,098-44.4% | $6,407-55.8% |
| Admin fee / account holder | $6,283 | $15,207-58.7% | $12,098-48.1% | $12,270-48.8% |