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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 | $114,712-37.2% | $173,730-58.5% | $87,485-17.7% |
| Participation rate | 88.0% | 73.0%+15.0pp | 79.6%+8.4pp | 68.9%+19.1pp |
| Annual return | 16.44% | 20.18%-3.7pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,066 | $2,904-28.9% | $4,577-54.9% | $2,596-20.4% |
| Participant deferral / active EE | $3,674 | $4,642-20.9% | $6,326-41.9% | $4,274-14.0% |
| Admin fee / account holder | $5,376 | $10,210-47.3% | $17,523-69.3% | $7,775-30.9% |