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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 | $66,844 | $80,983-17.5% | $96,544-30.8% | $75,177-11.1% |
| Participation rate | 93.3% | 71.8%+21.5pp | 76.0%+17.3pp | 67.2%+26.1pp |
| Annual return | 16.19% | 27.05%-10.9pp | 25.88%-9.7pp | 160.75%-144.6pp |
| Employer contribution / active EE | $1,216 | $2,282-46.7% | $2,966-59.0% | $2,671-54.5% |
| Participant deferral / active EE | $3,539 | $3,929-9.9% | $4,851-27.1% | $4,126-14.2% |
| Admin fee / account holder | $7,869 | $6,717+17.2% | $8,254-4.7% | $5,651+39.2% |