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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 | $69,280 | $71,230-2.7% | $93,727-26.1% | $80,959-14.4% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.2pp | 67.7%+16.2pp |
| Annual return | 12.38% | 11.26%+1.1pp | 133.83%-121.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,472 | $1,565-5.9% | $2,421-39.2% | $2,757-46.6% |
| Participant deferral / active EE | $3,138 | $4,037-22.3% | $4,417-29.0% | $4,300-27.0% |
| Admin fee / account holder | $6,089 | $6,961-12.5% | $8,292-26.6% | $6,925-12.1% |