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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 | $64,193 | $49,249+30.3% | $70,476-8.9% | $79,852-19.6% |
| Participation rate | 90.2% | 69.2%+21.0pp | 75.1%+15.1pp | 69.6%+20.5pp |
| Annual return | 10.36% | 30.09%-19.7pp | 109.12%-98.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1,761 | $2,100-16.1% | $2,738-35.7% | $2,471-28.7% |
| Participant deferral / active EE | $938 | $2,769-66.1% | $3,710-74.7% | $3,740-74.9% |
| Admin fee / account holder | $9,644 | $2,878+235.1% | $3,847+150.7% | $5,306+81.8% |