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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 | $70,770 | $73,978-4.3% | $96,515-26.7% | $75,173-5.9% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 18.04% | 26.72%-8.7pp | 35.73%-17.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,706 | $2,931-7.7% | $3,740-27.6% | $2,671+1.3% |
| Participant deferral / active EE | $9,108 | $3,660+148.8% | $4,880+86.7% | $4,126+120.7% |
| Admin fee / account holder | $1,893 | $5,219-63.7% | $6,735-71.9% | $5,651-66.5% |