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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 | $66,600 | $76,834-13.3% | $108,359-38.5% | $87,485-23.9% |
| Participation rate | 80.8% | 61.7%+19.0pp | 70.1%+10.6pp | 68.9%+11.8pp |
| Annual return | 15.02% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,040 | $1,556+31.0% | $2,399-15.0% | $2,596-21.4% |
| Participant deferral / active EE | $4,912 | $3,100+58.4% | $4,137+18.7% | $4,274+14.9% |
| Admin fee / account holder | $4,726 | $6,537-27.7% | $9,741-51.5% | $7,775-39.2% |