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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 | $70,122 | $81,262-13.7% | $155,602-54.9% | $80,911-13.3% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+18.9pp | 67.6%+29.5pp |
| Annual return | 22.58% | 33.34%-10.8pp | 64.81%-42.2pp | 35.63%-13.0pp |
| Employer contribution / active EE | $1,812 | $3,102-41.6% | $4,675-61.2% | $2,756-34.2% |
| Participant deferral / active EE | $3,916 | $3,451+13.5% | $5,629-30.4% | $4,297-8.9% |
| Admin fee / account holder | $706 | $7,992-91.2% | $15,923-95.6% | $6,935-89.8% |