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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 | $63,608 | $81,504-22.0% | $102,437-37.9% | $80,959-21.4% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 11.70% | 25.60%-13.9pp | 24.95%-13.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,529 | $3,104-18.5% | $3,871-34.7% | $2,757-8.3% |
| Participant deferral / active EE | $5,929 | $3,871+53.2% | $5,060+17.2% | $4,300+37.9% |
| Admin fee / account holder | $9,603 | $6,719+42.9% | $8,388+14.5% | $6,925+38.7% |