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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 | $57,146 | $64,920-12.0% | $103,693-44.9% | $86,983-34.3% |
| Participation rate | 76.7% | 63.6%+13.1pp | 72.6%+4.0pp | 69.5%+7.1pp |
| Annual return | 13.29% | 30.29%-17.0pp | 47.61%-34.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $2,227 | $2,141+4.0% | $2,920-23.7% | $2,584-13.8% |
| Participant deferral / active EE | $2,817 | $3,241-13.1% | $4,579-38.5% | $4,194-32.8% |
| Admin fee / account holder | $5,026 | $6,191-18.8% | $7,858-36.0% | $7,856-36.0% |