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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 | $73,615 | $87,037-15.4% | $106,201-30.7% | $80,874-9.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.6%+28.4pp |
| Annual return | 10.39% | 17.05%-6.7pp | 116.26%-105.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,370 | $2,396-42.8% | $3,170-56.8% | $2,756-50.3% |
| Participant deferral / active EE | $4,220 | $3,986+5.9% | $5,012-15.8% | $4,297-1.8% |
| Admin fee / account holder | $23,933 | $8,434+183.8% | $11,039+116.8% | $6,935+245.1% |