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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 | $68,092 | $71,230-4.4% | $93,727-27.3% | $80,959-15.9% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.7%+7.3pp |
| Annual return | 17.27% | 11.26%+6.0pp | 133.83%-116.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,101 | $1,565+34.2% | $2,421-13.2% | $2,757-23.8% |
| Participant deferral / active EE | $4,088 | $4,037+1.3% | $4,417-7.4% | $4,300-4.9% |
| Admin fee / account holder | $20,679 | $6,961+197.1% | $8,292+149.4% | $6,925+198.6% |