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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 | $74,308 | $72,269+2.8% | $101,271-26.6% | $79,852-6.9% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 16.73% | 22.29%-5.6pp | 46.48%-29.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $2,886 | $2,692+7.2% | $3,660-21.2% | $2,471+16.8% |
| Participant deferral / active EE | $2,033 | $3,282-38.0% | $4,371-53.5% | $3,740-45.6% |
| Admin fee / account holder | $2,011 | $4,401-54.3% | $5,948-66.2% | $5,306-62.1% |