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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 | $73,273 | $73,978-1.0% | $96,515-24.1% | $75,173-2.5% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.8pp | 67.2%+20.0pp |
| Annual return | 20.43% | 26.72%-6.3pp | 35.73%-15.3pp | 160.72%-140.3pp |
| Employer contribution / active EE | $2,692 | $2,931-8.1% | $3,740-28.0% | $2,671+0.8% |
| Participant deferral / active EE | $6,049 | $3,660+65.3% | $4,880+24.0% | $4,126+46.6% |
| Admin fee / account holder | $1,680 | $5,219-67.8% | $6,735-75.1% | $5,651-70.3% |