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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 | $74,319 | $88,672-16.2% | $105,223-29.4% | $82,448-9.9% |
| Participation rate | 88.5% | 67.9%+20.6pp | 75.0%+13.5pp | 68.1%+20.4pp |
| Annual return | 13.35% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,208 | $3,048-27.6% | $3,689-40.1% | $2,551-13.4% |
| Participant deferral / active EE | $3,842 | $4,036-4.8% | $5,072-24.2% | $4,139-7.2% |
| Admin fee / account holder | $2,742 | $7,146-61.6% | $8,859-69.1% | $7,234-62.1% |