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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 | $57,980 | $58,493-0.9% | $84,023-31.0% | $72,976-20.5% |
| Participation rate | 80.4% | 61.2%+19.2pp | 69.0%+11.4pp | 69.5%+10.9pp |
| Annual return | 17.50% | 28.93%-11.4pp | 71.32%-53.8pp | 81.02%-63.5pp |
| Employer contribution / active EE | $990 | $1,163-14.8% | $1,984-50.1% | $2,440-59.4% |
| Participant deferral / active EE | $2,112 | $2,394-11.8% | $3,239-34.8% | $3,608-41.5% |
| Admin fee / account holder | $802 | $4,569-82.4% | $6,102-86.9% | $5,124-84.3% |