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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 | $71,595 | $76,371-6.3% | $93,621-23.5% | $72,976-1.9% |
| Participation rate | 92.2% | 71.8%+20.4pp | 75.8%+16.3pp | 69.5%+22.7pp |
| Annual return | 20.57% | 25.82%-5.2pp | 32.76%-12.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,999 | $2,276-12.2% | $2,719-26.5% | $2,440-18.1% |
| Participant deferral / active EE | $6,179 | $3,538+74.6% | $4,070+51.8% | $3,608+71.3% |
| Admin fee / account holder | $42,926 | $6,839+527.6% | $7,890+444.0% | $5,124+737.7% |