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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 | $66,951 | $72,273-7.4% | $101,275-33.9% | $79,856-16.2% |
| Participation rate | 90.3% | 68.5%+21.9pp | 75.8%+14.5pp | 69.6%+20.7pp |
| Annual return | 11.37% | 22.30%-10.9pp | 46.48%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,491 | $2,691+29.7% | $3,660-4.6% | $2,471+41.3% |
| Participant deferral / active EE | $3,526 | $3,282+7.4% | $4,371-19.3% | $3,741-5.7% |
| Admin fee / account holder | $1,859 | $4,401-57.8% | $5,948-68.8% | $5,306-65.0% |