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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 | $65,822 | $80,992-18.7% | $96,534-31.8% | $75,173-12.4% |
| Participation rate | 81.5% | 71.8%+9.7pp | 76.0%+5.5pp | 67.2%+14.3pp |
| Annual return | 19.26% | 27.05%-7.8pp | 25.88%-6.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,063 | $2,283-53.4% | $2,965-64.1% | $2,671-60.2% |
| Participant deferral / active EE | $2,639 | $3,929-32.8% | $4,851-45.6% | $4,126-36.0% |
| Admin fee / account holder | $13,360 | $6,717+98.9% | $8,253+61.9% | $5,651+136.4% |