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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 | $62,777 | $101,778-38.3% | $164,975-61.9% | $80,925-22.4% |
| Participation rate | 87.3% | 71.8%+15.4pp | 78.6%+8.7pp | 67.7%+19.6pp |
| Annual return | 15.93% | 16.73%-0.8pp | 70.12%-54.2pp | 35.65%-19.7pp |
| Employer contribution / active EE | $2,158 | $2,954-27.0% | $4,343-50.3% | $2,756-21.7% |
| Participant deferral / active EE | $4,250 | $4,477-5.1% | $6,033-29.6% | $4,299-1.1% |
| Admin fee / account holder | $2,361 | $8,221-71.3% | $12,688-81.4% | $6,940-66.0% |