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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 | $76,407-16.4% | $150,298-57.5% | $82,448-22.6% |
| Participation rate | 91.7% | 66.4%+25.3pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 18.21% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,157 | $2,614-17.5% | $4,154-48.1% | $2,551-15.5% |
| Participant deferral / active EE | $3,676 | $3,214+14.4% | $5,453-32.6% | $4,139-11.2% |
| Admin fee / account holder | $6,337 | $6,352-0.2% | $14,116-55.1% | $7,234-12.4% |