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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 | $55,557 | $52,580+5.7% | $71,671-22.5% | $70,126-20.8% |
| Participation rate | 72.7% | 60.9%+11.9pp | 68.7%+4.0pp | 69.5%+3.2pp |
| Annual return | 18.67% | 20.25%-1.6pp | 20.65%-2.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $743 | $1,616-54.0% | $2,460-69.8% | $2,343-68.3% |
| Participant deferral / active EE | $5,015 | $2,386+110.2% | $3,438+45.9% | $3,332+50.5% |
| Admin fee / account holder | $12,472 | $3,653+241.4% | $5,558+124.4% | $4,645+168.5% |