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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 | $81,358-6.3% | $155,556-51.0% | $80,959-5.8% |
| Participation rate | 78.8% | 66.3%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 16.31% | 33.39%-17.1pp | 64.84%-48.5pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,577 | $3,106-49.2% | $4,675-66.3% | $2,757-42.8% |
| Participant deferral / active EE | $3,539 | $3,455+2.4% | $5,631-37.1% | $4,300-17.7% |
| Admin fee / account holder | $2,406 | $7,994-69.9% | $15,885-84.9% | $6,925-65.3% |