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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 | $72,052 | $56,277+28.0% | $80,976-11.0% | $62,891+14.6% |
| Participation rate | 71.1% | 69.0%+2.1pp | 75.8%-4.8pp | 69.3%+1.7pp |
| Annual return | 6.44% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $762 | $1,943-60.8% | $3,714-79.5% | $2,281-66.6% |
| Participant deferral / active EE | $2,689 | $4,195-35.9% | $5,696-52.8% | $3,203-16.1% |
| Admin fee / account holder | $19,773 | $3,741+428.6% | $5,516+258.5% | $4,296+360.3% |