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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 | $67,453 | $73,787-8.6% | $98,716-31.7% | $82,448-18.2% |
| Participation rate | 84.5% | 61.4%+23.1pp | 69.3%+15.2pp | 68.1%+16.4pp |
| Annual return | 13.90% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,933 | $1,511+27.9% | $2,279-15.2% | $2,551-24.2% |
| Participant deferral / active EE | $2,621 | $3,081-14.9% | $4,048-35.2% | $4,139-36.7% |
| Admin fee / account holder | $10,680 | $6,500+64.3% | $8,703+22.7% | $7,234+47.6% |