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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 | $81,412 | $95,453-14.7% | $112,040-27.3% | $82,448-1.3% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.5%+12.9pp | 68.1%+21.3pp |
| Annual return | 19.14% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,123 | $2,318-51.6% | $2,954-62.0% | $2,551-56.0% |
| Participant deferral / active EE | $2,440 | $4,224-42.2% | $5,098-52.1% | $4,139-41.1% |
| Admin fee / account holder | $3,634 | $9,013-59.7% | $12,098-70.0% | $7,234-49.8% |