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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 | $68,167 | $76,407-10.8% | $150,298-54.6% | $82,448-17.3% |
| Participation rate | 88.4% | 66.4%+22.0pp | 77.8%+10.6pp | 68.1%+20.3pp |
| Annual return | 17.67% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $7,355 | $2,614+181.4% | $4,154+77.0% | $2,551+188.3% |
| Participant deferral / active EE | $4,700 | $3,214+46.2% | $5,453-13.8% | $4,139+13.5% |
| Admin fee / account holder | $2,582 | $6,352-59.3% | $14,116-81.7% | $7,234-64.3% |