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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 | $63,037 | $96,558-34.7% | $80,977-22.2% | $273,972-77.0% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 7.55% | 15.14%-7.6pp | 17.11%-9.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,172 | $4,869-55.4% | $3,715-41.5% | $4,869-55.4% |
| Participant deferral / active EE | $3,649 | $6,598-44.7% | $5,696-35.9% | $5,287-31.0% |
| Admin fee / account holder | $4,646 | $7,493-38.0% | $5,517-15.8% | $10,133-54.2% |