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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 | $60,350 | $99,875-39.6% | $146,866-58.9% | $86,983-30.6% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 15.16% | 28.10%-12.9pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,223 | $3,224-31.0% | $4,425-49.7% | $2,584-14.0% |
| Participant deferral / active EE | $3,689 | $6,322-41.7% | $7,759-52.5% | $4,194-12.0% |
| Admin fee / account holder | $5,607 | $7,838-28.5% | $13,620-58.8% | $7,856-28.6% |