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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 | $70,135 | $83,485-16.0% | $125,192-44.0% | $72,975-3.9% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.5%+17.3pp |
| Annual return | 20.56% | 25.77%-5.2pp | 43.79%-23.2pp | 81.01%-60.5pp |
| Employer contribution / active EE | $2,194 | $2,346-6.5% | $3,866-43.3% | $2,440-10.1% |
| Participant deferral / active EE | $3,154 | $3,586-12.1% | $4,937-36.1% | $3,608-12.6% |
| Admin fee / account holder | $2,852 | $5,518-48.3% | $9,704-70.6% | $5,124-44.3% |