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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 | $71,215-9.4% | $93,696-31.2% | $80,935-20.3% |
| Participation rate | 71.0% | 60.4%+10.6pp | 68.7%+2.3pp | 67.7%+3.4pp |
| Annual return | 10.49% | 11.27%-0.8pp | 133.74%-123.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $453 | $1,565-71.0% | $2,422-81.3% | $2,757-83.6% |
| Participant deferral / active EE | $3,625 | $4,037-10.2% | $4,417-17.9% | $4,299-15.7% |
| Admin fee / account holder | $6,513 | $6,958-6.4% | $8,287-21.4% | $6,924-5.9% |