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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 | $71,886 | $78,670-8.6% | $109,173-34.2% | $85,847-16.3% |
| Participation rate | 79.4% | 68.3%+11.1pp | 75.9%+3.5pp | 69.3%+10.0pp |
| Annual return | 14.04% | 25.09%-11.0pp | 25.75%-11.7pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,720 | $2,734-0.5% | $3,723-26.9% | $2,565+6.0% |
| Participant deferral / active EE | $5,111 | $3,467+47.4% | $4,654+9.8% | $3,952+29.3% |
| Admin fee / account holder | $1,299 | $5,469-76.3% | $6,755-80.8% | $6,261-79.3% |