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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 | $67,643 | $59,440+13.8% | $78,004-13.3% | $82,637-18.1% |
| Participation rate | 83.3% | 62.8%+20.5pp | 69.4%+13.9pp | 68.1%+15.3pp |
| Annual return | 15.06% | 40.24%-25.2pp | 31.07%-16.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,371 | $1,750-21.7% | $2,469-44.5% | $2,552-46.3% |
| Participant deferral / active EE | $4,060 | $3,138+29.4% | $4,092-0.8% | $4,126-1.6% |
| Admin fee / account holder | $15,440 | $5,504+180.5% | $7,578+103.8% | $7,339+110.4% |