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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 | $71,483 | $80,855-11.6% | $153,416-53.4% | $86,983-17.8% |
| Participation rate | 92.9% | 64.1%+28.7pp | 74.3%+18.5pp | 69.5%+23.3pp |
| Annual return | 16.38% | 16.18%+0.2pp | 17.84%-1.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,266 | $2,308-45.1% | $3,764-66.4% | $2,584-51.0% |
| Participant deferral / active EE | $3,835 | $3,333+15.1% | $4,723-18.8% | $4,194-8.6% |
| Admin fee / account holder | $2,700 | $6,908-60.9% | $13,095-79.4% | $7,856-65.6% |