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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 | $67,771 | $86,949-22.1% | $102,460-33.9% | $80,959-16.3% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.7pp | 67.7%+26.6pp |
| Annual return | 13.16% | 18.89%-5.7pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,826 | $2,370-23.0% | $3,025-39.7% | $2,757-33.8% |
| Participant deferral / active EE | $5,020 | $4,121+21.8% | $5,056-0.7% | $4,300+16.7% |
| Admin fee / account holder | $4,140 | $8,048-48.6% | $9,460-56.2% | $6,925-40.2% |