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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 | $67,008 | $81,358-17.6% | $155,556-56.9% | $80,959-17.2% |
| Participation rate | 86.6% | 66.3%+20.3pp | 78.2%+8.4pp | 67.7%+18.9pp |
| Annual return | 11.52% | 33.39%-21.9pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,586 | $3,106-49.0% | $4,675-66.1% | $2,757-42.5% |
| Participant deferral / active EE | $4,761 | $3,455+37.8% | $5,631-15.4% | $4,300+10.7% |
| Admin fee / account holder | $1,182 | $7,994-85.2% | $15,885-92.6% | $6,925-82.9% |