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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 | $67,221 | $110,137-39.0% | $161,149-58.3% | $82,637-18.7% |
| Participation rate | 90.9% | 72.4%+18.6pp | 78.8%+12.1pp | 68.1%+22.9pp |
| Annual return | 13.59% | 20.69%-7.1pp | 21.16%-7.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,677 | $2,856-41.3% | $4,360-61.5% | $2,552-34.3% |
| Participant deferral / active EE | $2,913 | $4,575-36.3% | $6,153-52.7% | $4,126-29.4% |
| Admin fee / account holder | $6,281 | $9,467-33.7% | $15,194-58.7% | $7,339-14.4% |