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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 | $58,823 | $88,707-33.7% | $74,184-20.7% | $273,972-78.5% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 6.83% | 11.94%-5.1pp | 17.74%-10.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,993 | $3,159-36.9% | $2,370-15.9% | $4,869-59.1% |
| Participant deferral / active EE | $3,244 | $4,212-23.0% | $3,550-8.6% | $5,287-38.6% |
| Admin fee / account holder | $9,149 | $8,717+5.0% | $5,586+63.8% | $10,133-9.7% |