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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 | $63,611 | $89,652-29.0% | $141,191-54.9% | $65,185-2.4% |
| Participation rate | 89.0% | 74.7%+14.3pp | 82.5%+6.5pp | 70.2%+18.8pp |
| Annual return | 21.91% | 32.79%-10.9pp | 71.41%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,170 | $3,065+3.4% | $4,736-33.1% | $2,177+45.6% |
| Participant deferral / active EE | $6,318 | $5,691+11.0% | $6,710-5.8% | $3,514+79.8% |
| Admin fee / account holder | $7,248 | $569+1174.9% | $10,264-29.4% | $847+755.5% |