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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 | $72,126 | $78,197-7.8% | $98,090-26.5% | $82,637-12.7% |
| Participation rate | 71.6% | 77.5%-5.8pp | 81.5%-9.9pp | 68.1%+3.6pp |
| Annual return | 17.39% | 40.25%-22.9pp | 37.05%-19.7pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,335 | $2,605-48.8% | $3,606-63.0% | $2,552-47.7% |
| Participant deferral / active EE | $3,156 | $6,636-52.4% | $7,845-59.8% | $4,126-23.5% |
| Admin fee / account holder | $747 | $14,832-95.0% | $11,815-93.7% | $7,339-89.8% |