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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 | $64,753 | $81,504-20.6% | $102,437-36.8% | $80,959-20.0% |
| Participation rate | 94.1% | 66.9%+27.3pp | 74.5%+19.6pp | 67.7%+26.4pp |
| Annual return | 10.96% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $3,981 | $3,104+28.3% | $3,871+2.9% | $2,757+44.4% |
| Participant deferral / active EE | $4,253 | $3,871+9.9% | $5,060-15.9% | $4,300-1.1% |
| Admin fee / account holder | $2,629 | $6,719-60.9% | $8,388-68.7% | $6,925-62.0% |