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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 | $77,588 | $115,931-33.1% | $185,441-58.2% | $86,983-10.8% |
| Participation rate | 81.5% | 73.6%+7.9pp | 80.3%+1.2pp | 69.5%+11.9pp |
| Annual return | 14.27% | 21.47%-7.2pp | 20.16%-5.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,189 | $2,937-25.5% | $4,672-53.1% | $2,584-15.3% |
| Participant deferral / active EE | $4,034 | $4,551-11.4% | $6,152-34.4% | $4,194-3.8% |
| Admin fee / account holder | $23,380 | $10,687+118.8% | $17,890+30.7% | $7,856+197.6% |