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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 | $71,343 | $87,132-18.1% | $105,624-32.5% | $80,959-11.9% |
| Participation rate | 86.0% | 70.4%+15.6pp | 75.3%+10.7pp | 67.7%+18.3pp |
| Annual return | 11.45% | 17.03%-5.6pp | 116.20%-104.8pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,967 | $2,397-17.9% | $3,168-37.9% | $2,757-28.6% |
| Participant deferral / active EE | $5,201 | $3,985+30.5% | $5,013+3.8% | $4,300+20.9% |
| Admin fee / account holder | $1,968 | $8,449-76.7% | $10,961-82.0% | $6,925-71.6% |