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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 | $77,616 | $84,236-7.9% | $170,439-54.5% | $70,124+10.7% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 14.99% | 23.06%-8.1pp | 205.94%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,003 | $3,387-11.3% | $5,433-44.7% | $2,342+28.2% |
| Participant deferral / active EE | $2,902 | $3,086-6.0% | $4,939-41.2% | $3,332-12.9% |
| Admin fee / account holder | $1,040 | $5,698-81.7% | $13,881-92.5% | $4,645-77.6% |