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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 | $61,129 | $100,194-39.0% | $122,979-50.3% | $86,983-29.7% |
| Participation rate | 88.1% | 73.0%+15.1pp | 77.2%+10.9pp | 69.5%+18.6pp |
| Annual return | 18.17% | 16.47%+1.7pp | 20.12%-1.9pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,364 | $2,326-41.4% | $3,062-55.5% | $2,584-47.2% |
| Participant deferral / active EE | $3,396 | $4,133-17.8% | $5,003-32.1% | $4,194-19.0% |
| Admin fee / account holder | $8,810 | $10,148-13.2% | $12,864-31.5% | $7,856+12.1% |