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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 | $73,297 | $79,961-8.3% | $98,462-25.6% | $75,177-2.5% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.2%+13.7pp | 67.2%+21.7pp |
| Annual return | 13.92% | 19.75%-5.8pp | 21.17%-7.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,658 | $2,264-26.8% | $3,049-45.6% | $2,671-37.9% |
| Participant deferral / active EE | $2,646 | $3,753-29.5% | $4,738-44.2% | $4,126-35.9% |
| Admin fee / account holder | $3,416 | $6,842-50.1% | $8,875-61.5% | $5,651-39.6% |