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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 | $81,158 | $115,931-30.0% | $185,441-56.2% | $86,983-6.7% |
| Participation rate | 98.8% | 73.6%+25.2pp | 80.3%+18.6pp | 69.5%+29.3pp |
| Annual return | 17.98% | 21.47%-3.5pp | 20.16%-2.2pp | 25.83%-7.8pp |
| Employer contribution / active EE | $1,453 | $2,937-50.5% | $4,672-68.9% | $2,584-43.8% |
| Participant deferral / active EE | $2,928 | $4,551-35.7% | $6,152-52.4% | $4,194-30.2% |
| Admin fee / account holder | $3,639 | $10,687-65.9% | $17,890-79.7% | $7,856-53.7% |