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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 | $74,605 | $87,060-14.3% | $105,591-29.3% | $80,911-7.8% |
| Participation rate | 86.5% | 70.4%+16.0pp | 75.3%+11.2pp | 67.6%+18.8pp |
| Annual return | 14.07% | 17.05%-3.0pp | 116.43%-102.4pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,909 | $2,396-20.3% | $3,166-39.7% | $2,756-30.7% |
| Participant deferral / active EE | $2,599 | $3,986-34.8% | $5,008-48.1% | $4,297-39.5% |
| Admin fee / account holder | $3,358 | $8,442-60.2% | $11,024-69.5% | $6,935-51.6% |