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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 | $66,759 | $124,425-46.3% | $112,040-40.4% | $137,256-51.4% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,534 | $3,411-55.0% | $2,954-48.1% | $4,156-63.1% |
| Participant deferral / active EE | $2,706 | $5,718-52.7% | $5,098-46.9% | $6,407-57.8% |
| Admin fee / account holder | $1,350 | $15,207-91.1% | $12,098-88.8% | $12,270-89.0% |