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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 | $66,843 | $71,230-6.2% | $93,727-28.7% | $80,959-17.4% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.7%+10.1pp |
| Annual return | 19.77% | 11.26%+8.5pp | 133.83%-114.1pp | 35.67%-15.9pp |
| Employer contribution / active EE | $1,380 | $1,565-11.9% | $2,421-43.0% | $2,757-50.0% |
| Participant deferral / active EE | $5,588 | $4,037+38.4% | $4,417+26.5% | $4,300+29.9% |
| Admin fee / account holder | $555 | $6,961-92.0% | $8,292-93.3% | $6,925-92.0% |