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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 | $70,518 | $101,752-30.7% | $164,928-57.2% | $80,911-12.8% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.2pp | 67.6%+15.2pp |
| Annual return | 17.25% | 16.73%+0.5pp | 70.08%-52.8pp | 35.63%-18.4pp |
| Employer contribution / active EE | $1,812 | $2,953-38.6% | $4,343-58.3% | $2,756-34.2% |
| Participant deferral / active EE | $2,693 | $4,477-39.8% | $6,034-55.4% | $4,297-37.3% |
| Admin fee / account holder | $4,040 | $8,218-50.8% | $12,684-68.2% | $6,935-41.7% |