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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 | $72,934 | $167,415-56.4% | $140,514-48.1% | $198,609-63.3% |
| Participation rate | 79.2% | 80.9%-1.7pp | 77.8%+1.4pp | 82.4%-3.2pp |
| Annual return | 16.00% | 13.85%+2.2pp | 14.36%+1.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,280 | $4,088-68.7% | $3,378-62.1% | $5,055-74.7% |
| Participant deferral / active EE | $3,557 | $5,579-36.2% | $4,919-27.7% | $6,977-49.0% |
| Admin fee / account holder | $2,306 | $16,730-86.2% | $13,697-83.2% | $19,030-87.9% |