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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 | $74,779 | $95,453-21.7% | $112,040-33.3% | $82,448-9.3% |
| Participation rate | 87.2% | 72.8%+14.5pp | 76.5%+10.7pp | 68.1%+19.2pp |
| Annual return | 12.73% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,815 | $2,318-21.7% | $2,954-38.5% | $2,551-28.8% |
| Participant deferral / active EE | $5,455 | $4,224+29.2% | $5,098+7.0% | $4,139+31.8% |
| Admin fee / account holder | $9,710 | $9,013+7.7% | $12,098-19.7% | $7,234+34.2% |