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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 | $56,614 | $85,515-33.8% | $112,040-49.5% | $67,986-16.7% |
| Participation rate | 80.8% | 68.2%+12.6pp | 76.5%+4.3pp | 57.2%+23.6pp |
| Annual return | 14.52% | 29.68%-15.2pp | 24.52%-10.0pp | 31.67%-17.1pp |
| Employer contribution / active EE | $2,196 | $2,191+0.2% | $2,954-25.7% | $2,019+8.8% |
| Participant deferral / active EE | $3,904 | $4,014-2.8% | $5,098-23.4% | $3,358+16.2% |
| Admin fee / account holder | $1,412 | $3,774-62.6% | $12,098-88.3% | $3,203-55.9% |