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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 | $68,566 | $76,834-10.8% | $108,359-36.7% | $87,485-21.6% |
| Participation rate | 75.6% | 61.7%+13.9pp | 70.1%+5.5pp | 68.9%+6.7pp |
| Annual return | 17.48% | 19.09%-1.6pp | 36.89%-19.4pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,984 | $1,556+27.5% | $2,399-17.3% | $2,596-23.6% |
| Participant deferral / active EE | $2,364 | $3,100-23.7% | $4,137-42.9% | $4,274-44.7% |
| Admin fee / account holder | $2,514 | $6,537-61.5% | $9,741-74.2% | $7,775-67.7% |