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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 | $57,586 | $138,393-58.4% | $184,256-68.7% | $80,959-28.9% |
| Participation rate | 86.4% | 83.9%+2.5pp | 86.8%-0.5pp | 67.7%+18.7pp |
| Annual return | 17.10% | 20.01%-2.9pp | 28.85%-11.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $3,264 | $4,847-32.7% | $6,427-49.2% | $2,757+18.4% |
| Participant deferral / active EE | $8,615 | $7,076+21.7% | $9,133-5.7% | $4,300+100.3% |
| Admin fee / account holder | $3,964 | $10,489-62.2% | $13,899-71.5% | $6,925-42.8% |