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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 | $72,870 | $72,273+0.8% | $101,275-28.0% | $79,856-8.7% |
| Participation rate | 76.1% | 68.5%+7.7pp | 75.8%+0.3pp | 69.6%+6.5pp |
| Annual return | 15.19% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,580 | $2,691-41.3% | $3,660-56.8% | $2,471-36.1% |
| Participant deferral / active EE | $1,380 | $3,282-58.0% | $4,371-68.4% | $3,741-63.1% |
| Admin fee / account holder | $981 | $4,401-77.7% | $5,948-83.5% | $5,306-81.5% |