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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 | $94,031-31.3% | $115,768-44.2% | $82,448-21.6% |
| Participation rate | 84.4% | 70.4%+14.0pp | 74.4%+10.0pp | 68.1%+16.3pp |
| Annual return | 13.49% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,661 | $2,323-28.5% | $2,940-43.5% | $2,551-34.9% |
| Participant deferral / active EE | $2,880 | $3,972-27.5% | $4,917-41.4% | $4,139-30.4% |
| Admin fee / account holder | $5,332 | $10,249-48.0% | $12,439-57.1% | $7,234-26.3% |