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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 | $71,934 | $215,361-66.6% | $171,082-58.0% | $273,972-73.7% |
| Participation rate | 88.2% | 82.0%+6.2pp | 76.7%+11.5pp | 83.0%+5.2pp |
| Annual return | 3.89% | 25.14%-21.2pp | 32.56%-28.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,181 | $4,967-76.2% | $4,002-70.5% | $4,869-75.7% |
| Participant deferral / active EE | $4,650 | $5,543-16.1% | $4,797-3.1% | $5,287-12.0% |
| Admin fee / account holder | $363 | $10,846-96.7% | $8,520-95.7% | $10,133-96.4% |