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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 | $72,903 | $80,992-10.0% | $96,534-24.5% | $75,173-3.0% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 16.86% | 27.05%-10.2pp | 25.88%-9.0pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,680 | $2,283-26.4% | $2,965-43.4% | $2,671-37.1% |
| Participant deferral / active EE | $5,139 | $3,929+30.8% | $4,851+5.9% | $4,126+24.5% |
| Admin fee / account holder | $15,227 | $6,717+126.7% | $8,253+84.5% | $5,651+169.5% |