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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 | $76,049 | $81,358-6.5% | $155,556-51.1% | $80,959-6.1% |
| Participation rate | 83.0% | 66.3%+16.7pp | 78.2%+4.7pp | 67.7%+15.3pp |
| Annual return | 12.18% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $3,444 | $3,106+10.9% | $4,675-26.3% | $2,757+24.9% |
| Participant deferral / active EE | $2,623 | $3,455-24.1% | $5,631-53.4% | $4,300-39.0% |
| Admin fee / account holder | $2,358 | $7,994-70.5% | $15,885-85.2% | $6,925-66.0% |