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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 | $72,881 | $81,331-10.4% | $155,534-53.1% | $80,935-10.0% |
| Participation rate | 78.8% | 66.3%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 11.71% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,888 | $3,105-39.2% | $4,675-59.6% | $2,757-31.5% |
| Participant deferral / active EE | $3,176 | $3,454-8.1% | $5,630-43.6% | $4,299-26.1% |
| Admin fee / account holder | $2,955 | $7,999-63.1% | $15,900-81.4% | $6,924-57.3% |