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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 | $64,508 | $71,197-9.4% | $93,669-31.1% | $80,925-20.3% |
| Participation rate | 71.0% | 60.4%+10.6pp | 68.7%+2.3pp | 67.7%+3.4pp |
| Annual return | 10.49% | 11.27%-0.8pp | 133.59%-123.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $453 | $1,565-71.0% | $2,424-81.3% | $2,756-83.5% |
| Participant deferral / active EE | $3,625 | $4,036-10.2% | $4,416-17.9% | $4,299-15.7% |
| Admin fee / account holder | $6,513 | $6,959-6.4% | $8,291-21.4% | $6,940-6.2% |