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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 | $68,486 | $81,276-15.7% | $155,574-56.0% | $80,925-15.4% |
| Participation rate | 90.4% | 66.2%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 16.64% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,158 | $3,103-30.5% | $4,676-53.8% | $2,756-21.7% |
| Participant deferral / active EE | $4,436 | $3,453+28.5% | $5,629-21.2% | $4,299+3.2% |
| Admin fee / account holder | $1,359 | $7,993-83.0% | $15,914-91.5% | $6,940-80.4% |