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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 | $66,727 | $73,988-9.8% | $96,538-30.9% | $75,177-11.2% |
| Participation rate | 75.9% | 66.4%+9.4pp | 74.3%+1.5pp | 67.2%+8.7pp |
| Annual return | 20.50% | 26.73%-6.2pp | 35.74%-15.2pp | 160.75%-140.3pp |
| Employer contribution / active EE | $1,950 | $2,930-33.5% | $3,740-47.9% | $2,671-27.0% |
| Participant deferral / active EE | $3,528 | $3,660-3.6% | $4,880-27.7% | $4,126-14.5% |
| Admin fee / account holder | $13,385 | $5,220+156.4% | $6,737+98.7% | $5,651+136.8% |