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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 | $82,193 | $114,712-28.3% | $173,730-52.7% | $87,485-6.0% |
| Participation rate | 93.6% | 73.0%+20.6pp | 79.6%+14.0pp | 68.9%+24.7pp |
| Annual return | 15.79% | 20.18%-4.4pp | 19.96%-4.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $3,629 | $2,904+25.0% | $4,577-20.7% | $2,596+39.8% |
| Participant deferral / active EE | $9,574 | $4,642+106.3% | $6,326+51.3% | $4,274+124.0% |
| Admin fee / account holder | $34,157 | $10,210+234.6% | $17,523+94.9% | $7,775+339.3% |