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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 | $65,062 | $78,690-17.3% | $161,489-59.7% | $87,485-25.6% |
| Participation rate | 86.5% | 67.5%+19.1pp | 78.7%+7.8pp | 68.9%+17.6pp |
| Annual return | 14.81% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $786 | $2,588-69.6% | $4,268-81.6% | $2,596-69.7% |
| Participant deferral / active EE | $1,193 | $3,311-64.0% | $5,630-78.8% | $4,274-72.1% |
| Admin fee / account holder | $1,301 | $6,724-80.7% | $16,006-91.9% | $7,775-83.3% |