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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 | $73,691 | $76,407-3.6% | $150,298-51.0% | $82,448-10.6% |
| Participation rate | 90.5% | 66.4%+24.1pp | 77.8%+12.7pp | 68.1%+22.4pp |
| Annual return | 15.27% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,365 | $2,614+28.7% | $4,154-19.0% | $2,551+31.9% |
| Participant deferral / active EE | $5,351 | $3,214+66.5% | $5,453-1.9% | $4,139+29.3% |
| Admin fee / account holder | $3,893 | $6,352-38.7% | $14,116-72.4% | $7,234-46.2% |