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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 | $87,132-15.5% | $105,624-30.3% | $80,959-9.1% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.7%+28.3pp |
| Annual return | 10.39% | 17.03%-6.6pp | 116.20%-105.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,370 | $2,397-42.8% | $3,168-56.8% | $2,757-50.3% |
| Participant deferral / active EE | $4,220 | $3,985+5.9% | $5,013-15.8% | $4,300-1.9% |
| Admin fee / account holder | $23,933 | $8,449+183.3% | $10,961+118.3% | $6,925+245.6% |