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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 | $72,037 | $108,825-33.8% | $156,181-53.9% | $82,448-12.6% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 16.44% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,066 | $2,870-28.0% | $4,294-51.9% | $2,551-19.0% |
| Participant deferral / active EE | $3,674 | $4,577-19.7% | $6,132-40.1% | $4,139-11.3% |
| Admin fee / account holder | $5,376 | $9,341-42.4% | $14,586-63.1% | $7,234-25.7% |