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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 | $74,989 | $87,059-13.9% | $105,608-29.0% | $80,925-7.3% |
| Participation rate | 76.4% | 70.4%+5.9pp | 75.3%+1.1pp | 67.7%+8.7pp |
| Annual return | 11.15% | 17.05%-5.9pp | 116.50%-105.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,760 | $2,396-26.5% | $3,167-44.4% | $2,756-36.1% |
| Participant deferral / active EE | $3,926 | $3,986-1.5% | $5,010-21.6% | $4,299-8.7% |
| Admin fee / account holder | $16,677 | $8,443+97.5% | $11,028+51.2% | $6,940+140.3% |