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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 | $81,262-10.2% | $155,602-53.1% | $80,911-9.8% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 12.39% | 33.34%-21.0pp | 64.81%-52.4pp | 35.63%-23.2pp |
| Employer contribution / active EE | $502 | $3,102-83.8% | $4,675-89.3% | $2,756-81.8% |
| Participant deferral / active EE | $2,007 | $3,451-41.8% | $5,629-64.3% | $4,297-53.3% |
| Admin fee / account holder | $8,736 | $7,992+9.3% | $15,923-45.1% | $6,935+26.0% |