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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 | $61,724 | $104,098-40.7% | $140,514-56.1% | $94,015-34.3% |
| Participation rate | 90.9% | 73.7%+17.2pp | 77.8%+13.1pp | 70.8%+20.1pp |
| Annual return | 11.34% | 15.14%-3.8pp | 14.36%-3.0pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,264 | $2,388-47.1% | $3,378-62.6% | $2,790-54.7% |
| Participant deferral / active EE | $2,543 | $4,033-36.9% | $4,919-48.3% | $4,249-40.2% |
| Admin fee / account holder | $1,293 | $10,439-87.6% | $13,697-90.6% | $8,951-85.6% |