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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 | $72,332 | $114,712-36.9% | $173,730-58.4% | $87,485-17.3% |
| Participation rate | 91.9% | 73.0%+18.9pp | 79.6%+12.3pp | 68.9%+23.0pp |
| Annual return | 15.85% | 20.18%-4.3pp | 19.96%-4.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,999 | $2,904+3.3% | $4,577-34.5% | $2,596+15.5% |
| Participant deferral / active EE | $7,120 | $4,642+53.4% | $6,326+12.5% | $4,274+66.6% |
| Admin fee / account holder | $31,095 | $10,210+204.6% | $17,523+77.4% | $7,775+300.0% |