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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 | $68,074 | $115,225-40.9% | $100,712-32.4% | $138,895-51.0% |
| Participation rate | 82.4% | 74.3%+8.0pp | 69.3%+13.1pp | 79.9%+2.4pp |
| Annual return | 13.60% | 40.35%-26.8pp | 33.27%-19.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,026 | $2,771-63.0% | $2,313-55.6% | $4,194-75.5% |
| Participant deferral / active EE | $1,717 | $4,699-63.5% | $4,085-58.0% | $6,396-73.2% |
| Admin fee / account holder | $19,539 | $10,844+80.2% | $9,256+111.1% | $12,562+55.5% |