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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 | $65,102 | $95,453-31.8% | $112,040-41.9% | $82,448-21.0% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.3pp |
| Annual return | 14.84% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,130 | $2,318-8.1% | $2,954-27.9% | $2,551-16.5% |
| Participant deferral / active EE | $2,278 | $4,224-46.1% | $5,098-55.3% | $4,139-45.0% |
| Admin fee / account holder | $3,468 | $9,013-61.5% | $12,098-71.3% | $7,234-52.1% |