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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 | $76,065 | $81,358-6.5% | $155,556-51.1% | $80,959-6.0% |
| Participation rate | 88.2% | 66.3%+21.9pp | 78.2%+9.9pp | 67.7%+20.5pp |
| Annual return | 12.64% | 33.39%-20.7pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,840 | $3,106-40.8% | $4,675-60.6% | $2,757-33.3% |
| Participant deferral / active EE | $3,411 | $3,455-1.3% | $5,631-39.4% | $4,300-20.7% |
| Admin fee / account holder | $3,184 | $7,994-60.2% | $15,885-80.0% | $6,925-54.0% |