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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 | $66,059 | $65,034+1.6% | $90,970-27.4% | $79,856-17.3% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.0%+12.5pp | 69.6%+11.8pp |
| Annual return | 20.36% | 30.45%-10.1pp | 134.60%-114.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,107 | $1,247-11.2% | $2,122-47.8% | $2,471-55.2% |
| Participant deferral / active EE | $1,627 | $2,512-35.2% | $3,373-51.8% | $3,741-56.5% |
| Admin fee / account holder | $1,923 | $4,536-57.6% | $5,961-67.7% | $5,306-63.8% |