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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 | $77,302 | $115,225-32.9% | $100,712-23.2% | $138,895-44.3% |
| Participation rate | 92.9% | 74.3%+18.5pp | 69.3%+23.6pp | 79.9%+12.9pp |
| Annual return | 17.59% | 40.35%-22.8pp | 33.27%-15.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,888 | $2,771-31.9% | $2,313-18.4% | $4,194-55.0% |
| Participant deferral / active EE | $7,105 | $4,699+51.2% | $4,085+73.9% | $6,396+11.1% |
| Admin fee / account holder | $2,906 | $10,844-73.2% | $9,256-68.6% | $12,562-76.9% |