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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 | $77,606 | $94,031-17.5% | $115,768-33.0% | $82,448-5.9% |
| Participation rate | 82.7% | 70.4%+12.2pp | 74.4%+8.3pp | 68.1%+14.6pp |
| Annual return | 17.33% | 20.61%-3.3pp | 100.46%-83.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,767 | $2,323-23.9% | $2,940-39.9% | $2,551-30.7% |
| Participant deferral / active EE | $3,563 | $3,972-10.3% | $4,917-27.5% | $4,139-13.9% |
| Admin fee / account holder | $4,223 | $10,249-58.8% | $12,439-66.0% | $7,234-41.6% |