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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 | $65,815 | $76,407-13.9% | $150,298-56.2% | $82,448-20.2% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 15.28% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,185 | $2,614-16.4% | $4,154-47.4% | $2,551-14.4% |
| Participant deferral / active EE | $3,447 | $3,214+7.2% | $5,453-36.8% | $4,139-16.7% |
| Admin fee / account holder | $21,858 | $6,352+244.1% | $14,116+54.8% | $7,234+202.1% |