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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 | $62,117 | $72,492-14.3% | $87,104-28.7% | $72,975-14.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 21.34% | 24.46%-3.1pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,567 | $1,894-17.3% | $2,521-37.8% | $2,440-35.8% |
| Participant deferral / active EE | $3,796 | $3,270+16.1% | $4,048-6.2% | $3,608+5.2% |
| Admin fee / account holder | $17,852 | $5,055+253.2% | $7,491+138.3% | $5,124+248.4% |