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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 | $87,059-15.4% | $105,608-30.3% | $80,925-9.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.7%+28.3pp |
| Annual return | 10.39% | 17.05%-6.7pp | 116.50%-106.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,370 | $2,396-42.8% | $3,167-56.7% | $2,756-50.3% |
| Participant deferral / active EE | $4,220 | $3,986+5.9% | $5,010-15.8% | $4,299-1.8% |
| Admin fee / account holder | $23,933 | $8,443+183.5% | $11,028+117.0% | $6,940+244.9% |