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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 | $73,972 | $92,219-19.8% | $76,767-3.6% | $135,380-45.4% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | 8.70% | 5.46%+3.2pp | 2.43%+6.3pp | 519.81%-511.1pp |
| Employer contribution / active EE | $2,002 | $3,216-37.8% | $2,485-19.5% | $4,779-58.1% |
| Participant deferral / active EE | $2,338 | $4,508-48.1% | $3,852-39.3% | $5,609-58.3% |
| Admin fee / account holder | $6,267 | $10,749-41.7% | $6,675-6.1% | $10,828-42.1% |