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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 | $77,711 | $81,331-4.5% | $155,534-50.0% | $80,935-4.0% |
| Participation rate | 77.5% | 66.3%+11.2pp | 78.2%-0.7pp | 67.7%+9.8pp |
| Annual return | 13.31% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,332 | $3,105-57.1% | $4,675-71.5% | $2,757-51.7% |
| Participant deferral / active EE | $1,671 | $3,454-51.6% | $5,630-70.3% | $4,299-61.1% |
| Admin fee / account holder | $3,837 | $7,999-52.0% | $15,900-75.9% | $6,924-44.6% |