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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 | $101,778-26.0% | $164,975-54.3% | $80,925-6.9% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.7%+22.1pp |
| Annual return | 13.72% | 16.73%-3.0pp | 70.12%-56.4pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,299 | $2,954-56.0% | $4,343-70.1% | $2,756-52.9% |
| Participant deferral / active EE | $3,530 | $4,477-21.1% | $6,033-41.5% | $4,299-17.9% |
| Admin fee / account holder | $22,269 | $8,221+170.9% | $12,688+75.5% | $6,940+220.9% |