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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 | $87,712 | $56,110+56.3% | $94,993-7.7% | $70,126+25.1% |
| Participation rate | 86.1% | 65.0%+21.1pp | 73.9%+12.2pp | 69.5%+16.6pp |
| Annual return | 15.07% | 51.02%-36.0pp | 27.14%-12.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $989 | $1,442-31.4% | $2,603-62.0% | $2,343-57.8% |
| Participant deferral / active EE | $2,150 | $2,391-10.1% | $3,317-35.2% | $3,332-35.5% |
| Admin fee / account holder | $505 | $3,456-85.4% | $4,960-89.8% | $4,645-89.1% |