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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 | $71,287 | $181,896-60.8% | $156,551-54.5% | $273,972-74.0% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 7.28% | 30.74%-23.5pp | 32.23%-24.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,686 | $6,248-57.0% | $5,501-51.2% | $4,869-44.8% |
| Participant deferral / active EE | $5,035 | $5,550-9.3% | $4,871+3.4% | $5,287-4.8% |
| Admin fee / account holder | $82,567 | $15,560+430.6% | $13,028+533.8% | $10,133+714.9% |