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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 | $77,588 | $114,712-32.4% | $173,730-55.3% | $87,485-11.3% |
| Participation rate | 81.5% | 73.0%+8.5pp | 79.6%+1.9pp | 68.9%+12.5pp |
| Annual return | 14.27% | 20.18%-5.9pp | 19.96%-5.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,189 | $2,904-24.6% | $4,577-52.2% | $2,596-15.7% |
| Participant deferral / active EE | $4,034 | $4,642-13.1% | $6,326-36.2% | $4,274-5.6% |
| Admin fee / account holder | $23,380 | $10,210+129.0% | $17,523+33.4% | $7,775+200.7% |