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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 | $71,215-3.6% | $93,696-26.7% | $80,935-15.2% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.7%+25.4pp |
| Annual return | 10.83% | 11.27%-0.4pp | 133.74%-122.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,671 | $1,565+6.8% | $2,422-31.0% | $2,757-39.4% |
| Participant deferral / active EE | $3,338 | $4,037-17.3% | $4,417-24.4% | $4,299-22.4% |
| Admin fee / account holder | $6,680 | $6,958-4.0% | $8,287-19.4% | $6,924-3.5% |