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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 | $56,325 | $87,132-35.4% | $105,624-46.7% | $80,959-30.4% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.7%+28.5pp |
| Annual return | 13.63% | 17.03%-3.4pp | 116.20%-102.6pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,332 | $2,397-2.7% | $3,168-26.4% | $2,757-15.4% |
| Participant deferral / active EE | $2,726 | $3,985-31.6% | $5,013-45.6% | $4,300-36.6% |
| Admin fee / account holder | $4,862 | $8,449-42.5% | $10,961-55.6% | $6,925-29.8% |