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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 | $70,187 | $185,141-62.1% | $153,416-54.3% | $155,188-54.8% |
| Participation rate | 94.4% | 79.9%+14.5pp | 74.3%+20.1pp | 80.8%+13.6pp |
| Annual return | 13.88% | 18.72%-4.8pp | 17.84%-4.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,766 | $4,489-60.7% | $3,764-53.1% | $4,248-58.4% |
| Participant deferral / active EE | $2,934 | $5,477-46.4% | $4,723-37.9% | $6,531-55.1% |
| Admin fee / account holder | $4,767 | $16,005-70.2% | $13,095-63.6% | $14,480-67.1% |