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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 | $108,825-28.7% | $156,181-50.3% | $82,448-5.9% |
| Participation rate | 81.5% | 72.4%+9.1pp | 78.8%+2.7pp | 68.1%+13.4pp |
| Annual return | 14.27% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,189 | $2,870-23.7% | $4,294-49.0% | $2,551-14.2% |
| Participant deferral / active EE | $4,034 | $4,577-11.9% | $6,132-34.2% | $4,139-2.6% |
| Admin fee / account holder | $23,380 | $9,341+150.3% | $14,586+60.3% | $7,234+223.2% |