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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 | $58,391 | $95,404-38.8% | $113,397-48.5% | $82,637-29.3% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 15.43% | 19.08%-3.6pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,736 | $2,307+18.6% | $2,977-8.1% | $2,552+7.2% |
| Participant deferral / active EE | $6,419 | $4,220+52.1% | $5,076+26.4% | $4,126+55.6% |
| Admin fee / account holder | $4,179 | $9,168-54.4% | $11,957-65.0% | $7,339-43.1% |