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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 | $74,688 | $106,280-29.7% | $96,538-22.6% | $139,487-46.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.73% | 38.48%-23.8pp | 35.74%-21.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,352 | $4,107-67.1% | $3,740-63.8% | $4,755-71.6% |
| Participant deferral / active EE | $6,298 | $5,457+15.4% | $4,880+29.0% | $6,713-6.2% |
| Admin fee / account holder | $1,258 | $7,888-84.1% | $6,737-81.3% | $11,407-89.0% |