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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 | $67,530 | $80,992-16.6% | $96,534-30.0% | $75,173-10.2% |
| Participation rate | 83.3% | 71.8%+11.5pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 13.52% | 27.05%-13.5pp | 25.88%-12.4pp | 160.72%-147.2pp |
| Employer contribution / active EE | $2,317 | $2,283+1.5% | $2,965-21.9% | $2,671-13.3% |
| Participant deferral / active EE | $6,581 | $3,929+67.5% | $4,851+35.7% | $4,126+59.5% |
| Admin fee / account holder | $4,531 | $6,717-32.6% | $8,253-45.1% | $5,651-19.8% |