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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 | $66,172 | $123,155-46.3% | $108,753-39.2% | $155,188-57.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 10.18% | 44.73%-34.6pp | 37.47%-27.3pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,285 | $2,811-18.7% | $2,427-5.8% | $4,248-46.2% |
| Participant deferral / active EE | $3,044 | $4,623-34.2% | $4,115-26.0% | $6,531-53.4% |
| Admin fee / account holder | $1,448 | $12,126-88.1% | $10,320-86.0% | $14,480-90.0% |