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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 | $64,619 | $94,436-31.6% | $115,599-44.1% | $82,637-21.8% |
| Participation rate | 84.4% | 70.4%+13.9pp | 74.3%+10.1pp | 68.1%+16.3pp |
| Annual return | 13.49% | 18.37%-4.9pp | 111.10%-97.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,661 | $2,324-28.5% | $2,955-43.8% | $2,552-34.9% |
| Participant deferral / active EE | $2,880 | $3,955-27.2% | $4,889-41.1% | $4,126-30.2% |
| Admin fee / account holder | $5,332 | $10,328-48.4% | $12,841-58.5% | $7,339-27.3% |