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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 | $86,591 | $87,225-0.7% | $158,226-45.3% | $94,015-7.9% |
| Participation rate | 74.4% | 67.9%+6.5pp | 74.8%-0.4pp | 70.8%+3.6pp |
| Annual return | 11.67% | 16.34%-4.7pp | 501.41%-489.7pp | 17.84%-6.2pp |
| Employer contribution / active EE | $730 | $2,217-67.1% | $2,986-75.5% | $2,790-73.8% |
| Participant deferral / active EE | $2,294 | $3,405-32.6% | $4,317-46.9% | $4,249-46.0% |
| Admin fee / account holder | $3,697 | $7,888-53.1% | $10,217-63.8% | $8,951-58.7% |