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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 | $68,621 | $65,027+5.5% | $90,970-24.6% | $79,852-14.1% |
| Participation rate | 88.1% | 61.6%+26.5pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 15.79% | 30.45%-14.7pp | 134.58%-118.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $942 | $1,247-24.5% | $2,122-55.6% | $2,471-61.9% |
| Participant deferral / active EE | $3,532 | $2,512+40.6% | $3,373+4.7% | $3,740-5.6% |
| Admin fee / account holder | $2,883 | $4,535-36.4% | $5,960-51.6% | $5,306-45.7% |