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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 | $61,830 | $126,661-51.2% | $113,397-45.5% | $138,895-55.5% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 14.13% | 25.05%-10.9pp | 23.20%-9.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,764 | $3,456-49.0% | $2,977-40.8% | $4,194-58.0% |
| Participant deferral / active EE | $4,659 | $5,693-18.2% | $5,076-8.2% | $6,396-27.2% |
| Admin fee / account holder | $61,120 | $14,549+320.1% | $11,957+411.2% | $12,562+386.5% |