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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 | $65,313 | $97,550-33.0% | $120,344-45.7% | $87,485-25.3% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.7%+7.9pp | 68.9%+15.7pp |
| Annual return | 12.37% | 18.41%-6.0pp | 20.30%-7.9pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,516 | $2,291-33.8% | $3,020-49.8% | $2,596-41.6% |
| Participant deferral / active EE | $3,001 | $4,230-29.0% | $5,135-41.6% | $4,274-29.8% |
| Admin fee / account holder | $3,694 | $9,543-61.3% | $12,742-71.0% | $7,775-52.5% |