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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 | $76,247 | $81,276-6.2% | $155,574-51.0% | $80,925-5.8% |
| Participation rate | 78.8% | 66.2%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 16.31% | 33.36%-17.0pp | 64.87%-48.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,577 | $3,103-49.2% | $4,676-66.3% | $2,756-42.8% |
| Participant deferral / active EE | $3,539 | $3,453+2.5% | $5,629-37.1% | $4,299-17.7% |
| Admin fee / account holder | $2,406 | $7,993-69.9% | $15,914-84.9% | $6,940-65.3% |