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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 | $75,305 | $99,345-24.2% | $84,753-11.1% | $273,972-72.5% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 9.48% | 22.93%-13.5pp | 22.78%-13.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,189 | $4,214-48.1% | $3,574-38.8% | $4,869-55.0% |
| Participant deferral / active EE | $3,941 | $4,270-7.7% | $3,712+6.2% | $5,287-25.5% |
| Admin fee / account holder | $22,572 | $6,645+239.7% | $5,333+323.2% | $10,133+122.8% |