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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 | $72,066 | $77,814-7.4% | $158,223-54.5% | $86,983-17.1% |
| Participation rate | 79.4% | 68.4%+11.0pp | 79.2%+0.2pp | 69.5%+9.9pp |
| Annual return | 17.21% | 30.54%-13.3pp | 52.09%-34.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $2,685 | $2,592+3.6% | $4,109-34.6% | $2,584+3.9% |
| Participant deferral / active EE | $6,453 | $3,270+97.4% | $5,467+18.0% | $4,194+53.9% |
| Admin fee / account holder | $1,422 | $5,879-75.8% | $16,047-91.1% | $7,856-81.9% |