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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 | $50,653 | $57,065-11.2% | $75,670-33.1% | $70,131-27.8% |
| Participation rate | 84.6% | 68.1%+16.5pp | 72.3%+12.3pp | 69.5%+15.1pp |
| Annual return | 16.08% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,778 | $1,817-2.1% | $2,352-24.4% | $2,342-24.1% |
| Participant deferral / active EE | $3,404 | $2,580+31.9% | $3,142+8.3% | $3,332+2.2% |
| Admin fee / account holder | $2,346 | $3,825-38.7% | $5,800-59.5% | $4,645-49.5% |