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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 | $80,706 | $106,749-24.4% | $145,433-44.5% | $82,448-2.1% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 15.52% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,043 | $3,444-11.6% | $4,554-33.2% | $2,551+19.3% |
| Participant deferral / active EE | $7,557 | $6,519+15.9% | $7,897-4.3% | $4,139+82.6% |
| Admin fee / account holder | $24,059 | $8,390+186.8% | $13,129+83.3% | $7,234+232.6% |