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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 | $63,261 | $81,331-22.2% | $155,534-59.3% | $80,935-21.8% |
| Participation rate | 87.3% | 66.3%+21.1pp | 78.2%+9.1pp | 67.7%+19.7pp |
| Annual return | 17.67% | 33.37%-15.7pp | 64.92%-47.2pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,852 | $3,105-40.3% | $4,675-60.4% | $2,757-32.8% |
| Participant deferral / active EE | $3,555 | $3,454+2.9% | $5,630-36.9% | $4,299-17.3% |
| Admin fee / account holder | $3,229 | $7,999-59.6% | $15,900-79.7% | $6,924-53.4% |