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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 | $87,917 | $124,425-29.3% | $112,040-21.5% | $137,256-35.9% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.5%+8.5pp | 80.0%+5.0pp |
| Annual return | 18.00% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,381 | $3,411-30.2% | $2,954-19.4% | $4,156-42.7% |
| Participant deferral / active EE | $5,296 | $5,718-7.4% | $5,098+3.9% | $6,407-17.3% |
| Admin fee / account holder | $1,182 | $15,207-92.2% | $12,098-90.2% | $12,270-90.4% |