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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 | $64,624 | $69,977-7.7% | $108,582-40.5% | $62,881+2.8% |
| Participation rate | 95.0% | 72.9%+22.1pp | 79.6%+15.4pp | 69.3%+25.7pp |
| Annual return | 9.23% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,109 | $2,135-1.2% | $3,758-43.9% | $2,281-7.5% |
| Participant deferral / active EE | $3,489 | $3,165+10.3% | $4,311-19.1% | $3,203+8.9% |
| Admin fee / account holder | $2,191 | $5,076-56.8% | $7,645-71.3% | $4,296-49.0% |