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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 | $81,331-17.6% | $155,534-56.9% | $80,935-17.2% |
| Participation rate | 86.6% | 66.3%+20.3pp | 78.2%+8.4pp | 67.7%+18.9pp |
| Annual return | 11.52% | 33.37%-21.8pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,586 | $3,105-48.9% | $4,675-66.1% | $2,757-42.5% |
| Participant deferral / active EE | $4,761 | $3,454+37.8% | $5,630-15.4% | $4,299+10.7% |
| Admin fee / account holder | $1,182 | $7,999-85.2% | $15,900-92.6% | $6,924-82.9% |