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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 | $77,398 | $81,276-4.8% | $155,574-50.3% | $80,925-4.4% |
| Participation rate | 84.7% | 66.2%+18.5pp | 78.2%+6.5pp | 67.7%+17.1pp |
| Annual return | 22.68% | 33.36%-10.7pp | 64.87%-42.2pp | 35.65%-13.0pp |
| Employer contribution / active EE | $1,555 | $3,103-49.9% | $4,676-66.7% | $2,756-43.6% |
| Participant deferral / active EE | $3,587 | $3,453+3.9% | $5,629-36.3% | $4,299-16.5% |
| Admin fee / account holder | $16,929 | $7,993+111.8% | $15,914+6.4% | $6,940+143.9% |