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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 | $75,135 | $95,453-21.3% | $112,040-32.9% | $82,448-8.9% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.5%+20.9pp | 68.1%+29.4pp |
| Annual return | 16.47% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,128 | $2,318+78.1% | $2,954+39.8% | $2,551+61.8% |
| Participant deferral / active EE | $3,212 | $4,224-24.0% | $5,098-37.0% | $4,139-22.4% |
| Admin fee / account holder | $2,419 | $9,013-73.2% | $12,098-80.0% | $7,234-66.6% |