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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 | $69,846 | $80,992-13.8% | $96,534-27.6% | $75,173-7.1% |
| Participation rate | 84.1% | 71.8%+12.3pp | 76.0%+8.1pp | 67.2%+16.9pp |
| Annual return | 16.10% | 27.05%-11.0pp | 25.88%-9.8pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,368 | $2,283+47.6% | $2,965+13.6% | $2,671+26.1% |
| Participant deferral / active EE | $8,103 | $3,929+106.2% | $4,851+67.0% | $4,126+96.4% |
| Admin fee / account holder | $10,129 | $6,717+50.8% | $8,253+22.7% | $5,651+79.2% |