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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 | $65,945 | $107,733-38.8% | $92,985-29.1% | $154,746-57.4% |
| Participation rate | 86.7% | 74.6%+12.1pp | 69.5%+17.2pp | 80.7%+6.0pp |
| Annual return | 14.83% | 30.39%-15.6pp | 27.99%-13.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,972 | $3,126-5.0% | $2,662+11.6% | $4,379-32.1% |
| Participant deferral / active EE | $3,410 | $5,053-32.5% | $4,377-22.1% | $6,730-49.3% |
| Admin fee / account holder | $3,120 | $11,369-72.6% | $9,463-67.0% | $14,365-78.3% |