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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 | $70,568 | $77,670-9.1% | $109,163-35.4% | $79,393-11.1% |
| Participation rate | 77.2% | 67.8%+9.4pp | 75.9%+1.3pp | 70.7%+6.5pp |
| Annual return | 15.75% | 23.44%-7.7pp | 25.75%-10.0pp | 116.87%-101.1pp |
| Employer contribution / active EE | $2,785 | $2,798-0.5% | $3,723-25.2% | $2,428+14.7% |
| Participant deferral / active EE | $3,889 | $3,518+10.5% | $4,654-16.4% | $4,046-3.9% |
| Admin fee / account holder | $3,641 | $732+397.2% | $6,754-46.1% | $627+481.2% |