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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 | $73,929 | $73,9400% | $96,496-23.4% | $75,173-1.7% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.4pp |
| Annual return | 17.08% | 26.71%-9.6pp | 35.70%-18.6pp | 160.65%-143.6pp |
| Employer contribution / active EE | $5,963 | $2,929+103.6% | $3,738+59.5% | $2,670+123.3% |
| Participant deferral / active EE | $1,612 | $3,659-55.9% | $4,879-67.0% | $4,126-60.9% |
| Admin fee / account holder | $1,795 | $5,216-65.6% | $6,731-73.3% | $5,651-68.2% |