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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 | $71,208-2.7% | $93,681-26.0% | $80,911-14.4% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.1pp | 67.6%+16.2pp |
| Annual return | 12.38% | 11.27%+1.1pp | 133.47%-121.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,472 | $1,564-5.9% | $2,422-39.2% | $2,756-46.6% |
| Participant deferral / active EE | $3,138 | $4,035-22.2% | $4,415-28.9% | $4,297-27.0% |
| Admin fee / account holder | $6,089 | $6,951-12.4% | $8,290-26.5% | $6,935-12.2% |