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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 | $73,967 | $99,345-25.5% | $84,753-12.7% | $273,972-73.0% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 17.83% | 22.93%-5.1pp | 22.78%-5.0pp | 41.46%-23.6pp |
| Employer contribution / active EE | $1,449 | $4,214-65.6% | $3,574-59.5% | $4,869-70.2% |
| Participant deferral / active EE | $2,110 | $4,270-50.6% | $3,712-43.1% | $5,287-60.1% |
| Admin fee / account holder | $31,927 | $6,645+380.4% | $5,333+498.7% | $10,133+215.1% |