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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 | $80,899 | $97,550-17.1% | $120,344-32.8% | $87,485-7.5% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.7%+6.6pp | 68.9%+14.4pp |
| Annual return | 15.93% | 18.41%-2.5pp | 20.30%-4.4pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,701 | $2,291-25.8% | $3,020-43.7% | $2,596-34.5% |
| Participant deferral / active EE | $6,719 | $4,230+58.8% | $5,135+30.8% | $4,274+57.2% |
| Admin fee / account holder | $17,435 | $9,543+82.7% | $12,742+36.8% | $7,775+124.2% |