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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 | $61,447 | $106,749-42.4% | $145,433-57.7% | $82,448-25.5% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 18.22% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,761 | $3,444-19.8% | $4,554-39.4% | $2,551+8.2% |
| Participant deferral / active EE | $5,720 | $6,519-12.3% | $7,897-27.6% | $4,139+38.2% |
| Admin fee / account holder | $7,933 | $8,390-5.5% | $13,129-39.6% | $7,234+9.7% |