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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 | $81,233-11.2% | $155,567-53.6% | $80,874-10.8% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.69% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $2,704 | $3,101-12.8% | $4,674-42.2% | $2,756-1.9% |
| Participant deferral / active EE | $4,680 | $3,452+35.6% | $5,628-16.8% | $4,297+8.9% |
| Admin fee / account holder | $31,782 | $7,998+297.4% | $15,916+99.7% | $6,935+358.3% |