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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 | $73,485 | $106,524-31.0% | $152,301-51.8% | $87,485-16.0% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.4%-2.0pp | 68.9%+11.5pp |
| Annual return | 17.01% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,167 | $3,371-35.7% | $4,624-53.1% | $2,596-16.5% |
| Participant deferral / active EE | $3,053 | $6,525-53.2% | $8,004-61.9% | $4,274-28.6% |
| Admin fee / account holder | $9,360 | $8,287+13.0% | $14,398-35.0% | $7,775+20.4% |