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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 | $72,333 | $110,137-34.3% | $161,149-55.1% | $82,637-12.5% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 14.91% | 20.69%-5.8pp | 21.16%-6.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,055 | $2,856-63.1% | $4,360-75.8% | $2,552-58.7% |
| Participant deferral / active EE | $4,614 | $4,575+0.9% | $6,153-25.0% | $4,126+11.8% |
| Admin fee / account holder | $3,010 | $9,467-68.2% | $15,194-80.2% | $7,339-59.0% |