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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 | $97,550-17.8% | $120,344-33.3% | $87,485-8.3% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.7%+15.1pp | 68.9%+22.9pp |
| Annual return | 16.39% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,233 | $2,291-46.2% | $3,020-59.2% | $2,596-52.5% |
| Participant deferral / active EE | $5,345 | $4,230+26.4% | $5,135+4.1% | $4,274+25.1% |
| Admin fee / account holder | $895 | $9,543-90.6% | $12,742-93.0% | $7,775-88.5% |