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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 | $74,698 | $104,098-28.2% | $140,514-46.8% | $94,015-20.5% |
| Participation rate | 89.4% | 73.7%+15.7pp | 77.8%+11.6pp | 70.8%+18.5pp |
| Annual return | 11.36% | 15.14%-3.8pp | 14.36%-3.0pp | 17.84%-6.5pp |
| Employer contribution / active EE | $2,033 | $2,388-14.9% | $3,378-39.8% | $2,790-27.1% |
| Participant deferral / active EE | $3,802 | $4,033-5.7% | $4,919-22.7% | $4,249-10.5% |
| Admin fee / account holder | $17,895 | $10,439+71.4% | $13,697+30.6% | $8,951+99.9% |