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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 | $68,490 | $80,985-15.4% | $96,576-29.1% | $75,181-8.9% |
| Participation rate | 77.5% | 71.8%+5.7pp | 76.0%+1.5pp | 67.2%+10.3pp |
| Annual return | 23.31% | 27.05%-3.7pp | 25.87%-2.6pp | 160.69%-137.4pp |
| Employer contribution / active EE | $1,595 | $2,282-30.1% | $2,965-46.2% | $2,671-40.3% |
| Participant deferral / active EE | $3,987 | $3,929+1.5% | $4,851-17.8% | $4,126-3.4% |
| Admin fee / account holder | $19,980 | $6,719+197.4% | $8,253+142.1% | $5,650+253.6% |