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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 | $76,384 | $101,752-24.9% | $164,928-53.7% | $80,911-5.6% |
| Participation rate | 81.6% | 71.8%+9.8pp | 78.6%+3.0pp | 67.6%+14.0pp |
| Annual return | 12.17% | 16.73%-4.6pp | 70.08%-57.9pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,528 | $2,953-48.3% | $4,343-64.8% | $2,756-44.6% |
| Participant deferral / active EE | $2,569 | $4,477-42.6% | $6,034-57.4% | $4,297-40.2% |
| Admin fee / account holder | $1,797 | $8,218-78.1% | $12,684-85.8% | $6,935-74.1% |