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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 | $81,262-6.4% | $155,602-51.1% | $80,911-6.0% |
| Participation rate | 88.2% | 66.2%+21.9pp | 78.2%+10.0pp | 67.6%+20.5pp |
| Annual return | 12.64% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,840 | $3,102-40.7% | $4,675-60.6% | $2,756-33.2% |
| Participant deferral / active EE | $3,411 | $3,451-1.2% | $5,629-39.4% | $4,297-20.6% |
| Admin fee / account holder | $3,184 | $7,992-60.2% | $15,923-80.0% | $6,935-54.1% |