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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 | $72,938 | $91,167-20.0% | $178,498-59.1% | $79,858-8.7% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 15.30% | 24.19%-8.9pp | 151.09%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $2,284 | $3,255-29.8% | $5,011-54.4% | $2,471-7.6% |
| Participant deferral / active EE | $3,312 | $3,236+2.4% | $5,202-36.3% | $3,740-11.5% |
| Admin fee / account holder | $5,650 | $6,747-16.3% | $13,985-59.6% | $5,306+6.5% |