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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 | $51,896 | $43,338+19.7% | $59,887-13.3% | $64,173-19.1% |
| Participation rate | 90.6% | 69.2%+21.5pp | 74.7%+15.9pp | 69.6%+21.1pp |
| Annual return | 8.89% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,153 | $2,030-43.2% | $2,722-57.6% | $2,381-51.6% |
| Participant deferral / active EE | $3,494 | $2,547+37.2% | $3,402+2.7% | $3,470+0.7% |
| Admin fee / account holder | $9,416 | $3,007+213.1% | $3,591+162.2% | $4,887+92.7% |