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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 | $67,177 | $81,487-17.6% | $102,412-34.4% | $80,935-17.0% |
| Participation rate | 82.8% | 66.8%+16.0pp | 74.5%+8.3pp | 67.7%+15.1pp |
| Annual return | 17.34% | 25.60%-8.3pp | 24.94%-7.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $2,070 | $3,103-33.3% | $3,870-46.5% | $2,757-24.9% |
| Participant deferral / active EE | $3,850 | $3,871-0.5% | $5,060-23.9% | $4,299-10.5% |
| Admin fee / account holder | $5,183 | $6,717-22.8% | $8,388-38.2% | $6,924-25.1% |