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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 | $70,814 | $91,198-22.4% | $178,503-60.3% | $79,856-11.3% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.10% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,397 | $3,257+4.3% | $5,011-32.2% | $2,471+37.5% |
| Participant deferral / active EE | $3,736 | $3,237+15.4% | $5,202-28.2% | $3,741-0.1% |
| Admin fee / account holder | $2,011 | $6,748-70.2% | $13,987-85.6% | $5,306-62.1% |