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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 | $77,696 | $78,690-1.3% | $161,489-51.9% | $87,485-11.2% |
| Participation rate | 86.6% | 67.5%+19.1pp | 78.7%+7.9pp | 68.9%+17.7pp |
| Annual return | 21.55% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $2,334 | $2,588-9.8% | $4,268-45.3% | $2,596-10.1% |
| Participant deferral / active EE | $7,100 | $3,311+114.4% | $5,630+26.1% | $4,274+66.1% |
| Admin fee / account holder | $3,601 | $6,724-46.4% | $16,006-77.5% | $7,775-53.7% |