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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 | $55,795 | $87,166-36.0% | $76,735-27.3% | $137,256-59.4% |
| Participation rate | 81.8% | 74.4%+7.5pp | 69.5%+12.3pp | 80.0%+1.9pp |
| Annual return | 11.77% | 26.50%-14.7pp | 29.77%-18.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,424 | $2,904+17.9% | $2,454+39.5% | $4,156-17.6% |
| Participant deferral / active EE | $2,839 | $4,726-39.9% | $4,088-30.5% | $6,407-55.7% |
| Admin fee / account holder | $3,352 | $8,403-60.1% | $7,189-53.4% | $12,270-72.7% |