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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 | $63,842 | $78,690-18.9% | $161,489-60.5% | $87,485-27.0% |
| Participation rate | 91.7% | 67.5%+24.2pp | 78.7%+13.0pp | 68.9%+22.7pp |
| Annual return | 18.21% | 32.74%-14.5pp | 89.72%-71.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,157 | $2,588-16.7% | $4,268-49.5% | $2,596-16.9% |
| Participant deferral / active EE | $3,676 | $3,311+11.0% | $5,630-34.7% | $4,274-14.0% |
| Admin fee / account holder | $6,337 | $6,724-5.7% | $16,006-60.4% | $7,775-18.5% |