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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 | $105,289 | $80,992+30.0% | $96,534+9.1% | $75,173+40.1% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.7pp |
| Annual return | 14.05% | 27.05%-13.0pp | 25.88%-11.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,368 | $2,283-40.1% | $2,965-53.9% | $2,671-48.8% |
| Participant deferral / active EE | $3,924 | $3,929-0.1% | $4,851-19.1% | $4,126-4.9% |
| Admin fee / account holder | $29,978 | $6,717+346.3% | $8,253+263.2% | $5,651+430.5% |