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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 | $71,487 | $76,407-6.4% | $150,298-52.4% | $82,448-13.3% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 13.97% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,333 | $2,614+27.5% | $4,154-19.8% | $2,551+30.6% |
| Participant deferral / active EE | $3,438 | $3,214+7.0% | $5,453-36.9% | $4,139-16.9% |
| Admin fee / account holder | $4,523 | $6,352-28.8% | $14,116-68.0% | $7,234-37.5% |