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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 | $63,823 | $72,273-11.7% | $101,275-37.0% | $79,856-20.1% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.1pp | 69.6%+13.3pp |
| Annual return | 18.76% | 22.30%-3.5pp | 46.48%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,218 | $2,691-54.7% | $3,660-66.7% | $2,471-50.7% |
| Participant deferral / active EE | $3,120 | $3,282-4.9% | $4,371-28.6% | $3,741-16.6% |
| Admin fee / account holder | $1,618 | $4,401-63.2% | $5,948-72.8% | $5,306-69.5% |