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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 | $67,627 | $73,787-8.3% | $98,716-31.5% | $82,448-18.0% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 17.21% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $738 | $1,511-51.2% | $2,279-67.6% | $2,551-71.1% |
| Participant deferral / active EE | $2,353 | $3,081-23.6% | $4,048-41.9% | $4,139-43.1% |
| Admin fee / account holder | $1,741 | $6,500-73.2% | $8,703-80.0% | $7,234-75.9% |