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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 | $75,312 | $101,795-26.0% | $165,100-54.4% | $80,959-7.0% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.7%+22.1pp |
| Annual return | 13.72% | 16.73%-3.0pp | 70.21%-56.5pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,299 | $2,954-56.0% | $4,348-70.1% | $2,757-52.9% |
| Participant deferral / active EE | $3,530 | $4,476-21.1% | $6,035-41.5% | $4,300-17.9% |
| Admin fee / account holder | $22,269 | $8,221+170.9% | $12,696+75.4% | $6,925+221.6% |