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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 | $73,361 | $87,132-15.8% | $105,624-30.5% | $80,959-9.4% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.7%+27.6pp |
| Annual return | 14.39% | 17.03%-2.6pp | 116.20%-101.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,872 | $2,397-21.9% | $3,168-40.9% | $2,757-32.1% |
| Participant deferral / active EE | $3,627 | $3,985-9.0% | $5,013-27.6% | $4,300-15.7% |
| Admin fee / account holder | $8,647 | $8,449+2.3% | $10,961-21.1% | $6,925+24.9% |