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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 | $63,326 | $80,985-21.8% | $96,576-34.4% | $75,181-15.8% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 18.35% | 27.05%-8.7pp | 25.87%-7.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $3,104 | $2,282+36.0% | $2,965+4.7% | $2,671+16.2% |
| Participant deferral / active EE | $5,826 | $3,929+48.3% | $4,851+20.1% | $4,126+41.2% |
| Admin fee / account holder | $5,539 | $6,719-17.6% | $8,253-32.9% | $5,650-2.0% |