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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 | $62,162 | $80,992-23.2% | $96,534-35.6% | $75,173-17.3% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 16.15% | 27.05%-10.9pp | 25.88%-9.7pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,163 | $2,283+38.6% | $2,965+6.7% | $2,671+18.4% |
| Participant deferral / active EE | $2,254 | $3,929-42.6% | $4,851-53.5% | $4,126-45.4% |
| Admin fee / account holder | $2,795 | $6,717-58.4% | $8,253-66.1% | $5,651-50.5% |