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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 | $88,564 | $59,804+48.1% | $81,982+8.0% | $79,856+10.9% |
| Participation rate | 84.0% | 61.6%+22.4pp | 69.3%+14.7pp | 69.6%+14.4pp |
| Annual return | 11.56% | 17.56%-6.0pp | 41.31%-29.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,371 | $1,713-20.0% | $2,498-45.1% | $2,471-44.5% |
| Participant deferral / active EE | $2,166 | $2,695-19.6% | $3,722-41.8% | $3,741-42.1% |
| Admin fee / account holder | $2,751 | $4,288-35.8% | $5,665-51.4% | $5,306-48.1% |