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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 | $63,069 | $80,983-22.1% | $96,544-34.7% | $75,177-16.1% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.6pp | 67.2%+17.4pp |
| Annual return | 18.55% | 27.05%-8.5pp | 25.88%-7.3pp | 160.75%-142.2pp |
| Employer contribution / active EE | $2,526 | $2,282+10.7% | $2,966-14.8% | $2,671-5.4% |
| Participant deferral / active EE | $3,841 | $3,929-2.2% | $4,851-20.8% | $4,126-6.9% |
| Admin fee / account holder | $16,756 | $6,717+149.5% | $8,254+103.0% | $5,651+196.5% |