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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 | $87,037-13.8% | $106,201-29.4% | $80,874-7.3% |
| Participation rate | 76.4% | 70.4%+5.9pp | 75.3%+1.1pp | 67.6%+8.7pp |
| Annual return | 11.15% | 17.05%-5.9pp | 116.26%-105.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,760 | $2,396-26.5% | $3,170-44.5% | $2,756-36.1% |
| Participant deferral / active EE | $3,926 | $3,986-1.5% | $5,012-21.7% | $4,297-8.6% |
| Admin fee / account holder | $16,677 | $8,434+97.7% | $11,039+51.1% | $6,935+140.5% |