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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 | $63,153 | $64,517-2.1% | $81,438-22.5% | $80,874-21.9% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.6%+22.4pp |
| Annual return | 11.11% | 16.35%-5.2pp | 24.74%-13.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $3,012 | $1,982+52.0% | $2,460+22.4% | $2,756+9.3% |
| Participant deferral / active EE | $7,295 | $3,096+135.7% | $3,883+87.9% | $4,297+69.8% |
| Admin fee / account holder | $1,129 | $5,677-80.1% | $5,764-80.4% | $6,935-83.7% |