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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 | $67,289 | $80,992-16.9% | $96,534-30.3% | $75,173-10.5% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 17.19% | 27.05%-9.9pp | 25.88%-8.7pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,924 | $2,283-15.7% | $2,965-35.1% | $2,671-28.0% |
| Participant deferral / active EE | $5,477 | $3,929+39.4% | $4,851+12.9% | $4,126+32.7% |
| Admin fee / account holder | $3,604 | $6,717-46.3% | $8,253-56.3% | $5,651-36.2% |