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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 | $79,894-10.5% | $135,792-47.4% | $82,637-13.5% |
| Participation rate | 92.9% | 63.0%+29.9pp | 72.6%+20.3pp | 68.1%+24.8pp |
| Annual return | 16.38% | 17.20%-0.8pp | 25.96%-9.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,266 | $2,165-41.5% | $3,496-63.8% | $2,552-50.4% |
| Participant deferral / active EE | $3,835 | $3,194+20.1% | $4,759-19.4% | $4,126-7.1% |
| Admin fee / account holder | $2,700 | $6,434-58.0% | $12,266-78.0% | $7,339-63.2% |