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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 | $68,651 | $71,230-3.6% | $93,727-26.8% | $80,959-15.2% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.7%+25.4pp |
| Annual return | 10.83% | 11.26%-0.4pp | 133.83%-123.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,671 | $1,565+6.7% | $2,421-31.0% | $2,757-39.4% |
| Participant deferral / active EE | $3,338 | $4,037-17.3% | $4,417-24.4% | $4,300-22.4% |
| Admin fee / account holder | $6,680 | $6,961-4.0% | $8,292-19.4% | $6,925-3.5% |