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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 | $80,228 | $100,194-19.9% | $122,979-34.8% | $86,983-7.8% |
| Participation rate | 91.8% | 73.0%+18.9pp | 77.2%+14.6pp | 69.5%+22.3pp |
| Annual return | 16.39% | 16.47%-0.1pp | 20.12%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,233 | $2,326-47.0% | $3,062-59.7% | $2,584-52.3% |
| Participant deferral / active EE | $5,345 | $4,133+29.3% | $5,003+6.8% | $4,194+27.5% |
| Admin fee / account holder | $895 | $10,148-91.2% | $12,864-93.0% | $7,856-88.6% |