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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 | $87,132-13.9% | $105,624-29.0% | $80,959-7.4% |
| Participation rate | 76.4% | 70.4%+5.9pp | 75.3%+1.1pp | 67.7%+8.7pp |
| Annual return | 11.15% | 17.03%-5.9pp | 116.20%-105.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,760 | $2,397-26.6% | $3,168-44.4% | $2,757-36.2% |
| Participant deferral / active EE | $3,926 | $3,985-1.5% | $5,013-21.7% | $4,300-8.7% |
| Admin fee / account holder | $16,677 | $8,449+97.4% | $10,961+52.1% | $6,925+140.8% |