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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 | $72,988 | $81,358-10.3% | $155,556-53.1% | $80,959-9.8% |
| Participation rate | 79.3% | 66.3%+13.0pp | 78.2%+1.1pp | 67.7%+11.6pp |
| Annual return | 12.39% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $502 | $3,106-83.8% | $4,675-89.3% | $2,757-81.8% |
| Participant deferral / active EE | $2,007 | $3,455-41.9% | $5,631-64.3% | $4,300-53.3% |
| Admin fee / account holder | $8,736 | $7,994+9.3% | $15,885-45.0% | $6,925+26.2% |