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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 | $66,817 | $71,230-6.2% | $93,727-28.7% | $80,959-17.5% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.7%+24.9pp |
| Annual return | 10.22% | 11.26%-1.0pp | 133.83%-123.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,230 | $1,565-21.4% | $2,421-49.2% | $2,757-55.4% |
| Participant deferral / active EE | $5,814 | $4,037+44.0% | $4,417+31.6% | $4,300+35.2% |
| Admin fee / account holder | $6,831 | $6,961-1.9% | $8,292-17.6% | $6,925-1.4% |