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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 | $95,404-14.7% | $113,397-28.2% | $82,637-1.5% |
| Participation rate | 89.4% | 72.8%+16.5pp | 76.5%+12.9pp | 68.1%+21.3pp |
| Annual return | 19.14% | 19.08%+0.1pp | 23.20%-4.1pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,123 | $2,307-51.3% | $2,977-62.3% | $2,552-56.0% |
| Participant deferral / active EE | $2,440 | $4,220-42.2% | $5,076-51.9% | $4,126-40.9% |
| Admin fee / account holder | $3,634 | $9,168-60.4% | $11,957-69.6% | $7,339-50.5% |