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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 | $65,695 | $73,787-11.0% | $98,716-33.5% | $82,448-20.3% |
| Participation rate | 80.4% | 61.4%+18.9pp | 69.3%+11.1pp | 68.1%+12.3pp |
| Annual return | 15.19% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,338 | $1,511+54.7% | $2,279+2.6% | $2,551-8.4% |
| Participant deferral / active EE | $4,765 | $3,081+54.7% | $4,048+17.7% | $4,139+15.1% |
| Admin fee / account holder | $6,519 | $6,500+0.3% | $8,703-25.1% | $7,234-9.9% |