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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 | $67,661 | $73,978-8.5% | $96,515-29.9% | $75,173-10.0% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 29.69% | 26.72%+3.0pp | 35.73%-6.0pp | 160.72%-131.0pp |
| Employer contribution / active EE | $2,902 | $2,931-1.0% | $3,740-22.4% | $2,671+8.6% |
| Participant deferral / active EE | $3,399 | $3,660-7.1% | $4,880-30.4% | $4,126-17.6% |
| Admin fee / account holder | $2,071 | $5,219-60.3% | $6,735-69.3% | $5,651-63.4% |