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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 | $60,388 | $80,992-25.4% | $96,534-37.4% | $75,173-19.7% |
| Participation rate | 82.5% | 71.8%+10.7pp | 76.0%+6.5pp | 67.2%+15.3pp |
| Annual return | 14.36% | 27.05%-12.7pp | 25.88%-11.5pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,571 | $2,283-31.2% | $2,965-47.0% | $2,671-41.2% |
| Participant deferral / active EE | $2,807 | $3,929-28.6% | $4,851-42.1% | $4,126-32.0% |
| Admin fee / account holder | $10,465 | $6,717+55.8% | $8,253+26.8% | $5,651+85.2% |