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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 | $85,223 | $90,486-5.8% | $78,676+8.3% | $273,972-68.9% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 5.68% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $769 | $3,175-75.8% | $2,850-73.0% | $4,869-84.2% |
| Participant deferral / active EE | $2,645 | $3,901-32.2% | $3,517-24.8% | $5,287-50.0% |
| Admin fee / account holder | $14,562 | $5,263+176.7% | $4,510+222.9% | $10,133+43.7% |