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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 | $58,180 | $135,956-57.2% | $123,894-53.0% | $273,972-78.8% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 8.18% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,707 | $5,170-67.0% | $4,617-63.0% | $4,869-64.9% |
| Participant deferral / active EE | $3,513 | $6,343-44.6% | $5,984-41.3% | $5,287-33.5% |
| Admin fee / account holder | $6,344 | $9,817-35.4% | $8,357-24.1% | $10,133-37.4% |