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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 | $68,934 | $80,992-14.9% | $96,534-28.6% | $75,173-8.3% |
| Participation rate | 96.7% | 71.8%+24.9pp | 76.0%+20.7pp | 67.2%+29.5pp |
| Annual return | 14.55% | 27.05%-12.5pp | 25.88%-11.3pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,845 | $2,283-19.2% | $2,965-37.8% | $2,671-30.9% |
| Participant deferral / active EE | $4,546 | $3,929+15.7% | $4,851-6.3% | $4,126+10.2% |
| Admin fee / account holder | $2,290 | $6,717-65.9% | $8,253-72.3% | $5,651-59.5% |