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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 | $68,813 | $95,453-27.9% | $112,040-38.6% | $82,448-16.5% |
| Participation rate | 88.8% | 72.8%+16.0pp | 76.5%+12.3pp | 68.1%+20.7pp |
| Annual return | 15.83% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,462 | $2,318-36.9% | $2,954-50.5% | $2,551-42.7% |
| Participant deferral / active EE | $4,647 | $4,224+10.0% | $5,098-8.8% | $4,139+12.3% |
| Admin fee / account holder | $8,956 | $9,013-0.6% | $12,098-26.0% | $7,234+23.8% |