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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 | $64,685 | $65,027-0.5% | $90,970-28.9% | $79,852-19.0% |
| Participation rate | 93.7% | 61.6%+32.1pp | 69.0%+24.7pp | 69.6%+24.0pp |
| Annual return | 16.72% | 30.45%-13.7pp | 134.58%-117.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $1,266 | $1,247+1.5% | $2,122-40.3% | $2,471-48.8% |
| Participant deferral / active EE | $2,598 | $2,512+3.4% | $3,373-23.0% | $3,740-30.5% |
| Admin fee / account holder | $6,651 | $4,535+46.6% | $5,960+11.6% | $5,306+25.3% |