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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 | $81,676 | $76,407+6.9% | $150,298-45.7% | $82,448-0.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 16.30% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,052 | $2,614-59.7% | $4,154-74.7% | $2,551-58.7% |
| Participant deferral / active EE | $2,106 | $3,214-34.5% | $5,453-61.4% | $4,139-49.1% |
| Admin fee / account holder | $972 | $6,352-84.7% | $14,116-93.1% | $7,234-86.6% |