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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 | $45,826 | $49,239-6.9% | $70,462-35.0% | $79,858-42.6% |
| Participation rate | 85.3% | 69.2%+16.1pp | 75.1%+10.2pp | 69.6%+15.7pp |
| Annual return | 6.18% | 30.08%-23.9pp | 109.08%-102.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,246 | $2,100-40.7% | $2,737-54.5% | $2,471-49.6% |
| Participant deferral / active EE | $1,621 | $2,769-41.5% | $3,710-56.3% | $3,740-56.7% |
| Admin fee / account holder | $1,149 | $2,876-60.0% | $3,845-70.1% | $5,306-78.3% |