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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 | $77,803 | $88,672-12.3% | $105,223-26.1% | $82,448-5.6% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 17.03% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,134 | $3,048-30.0% | $3,689-42.1% | $2,551-16.3% |
| Participant deferral / active EE | $5,177 | $4,036+28.3% | $5,072+2.1% | $4,139+25.1% |
| Admin fee / account holder | $3,443 | $7,146-51.8% | $8,859-61.1% | $7,234-52.4% |