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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 | $72,128 | $81,276-11.3% | $155,574-53.6% | $80,925-10.9% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 11.69% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,704 | $3,103-12.9% | $4,676-42.2% | $2,756-1.9% |
| Participant deferral / active EE | $4,680 | $3,453+35.5% | $5,629-16.9% | $4,299+8.9% |
| Admin fee / account holder | $31,782 | $7,993+297.6% | $15,914+99.7% | $6,940+357.9% |