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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 | $70,348 | $80,992-13.1% | $96,534-27.1% | $75,173-6.4% |
| Participation rate | 88.7% | 71.8%+16.9pp | 76.0%+12.7pp | 67.2%+21.5pp |
| Annual return | 15.47% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.2pp |
| Employer contribution / active EE | $2,590 | $2,283+13.5% | $2,965-12.7% | $2,671-3.0% |
| Participant deferral / active EE | $4,337 | $3,929+10.4% | $4,851-10.6% | $4,126+5.1% |
| Admin fee / account holder | $15,046 | $6,717+124.0% | $8,253+82.3% | $5,651+166.3% |