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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 | $76,989 | $78,425-1.8% | $95,956-19.8% | $79,858-3.6% |
| Participation rate | 77.2% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.6pp |
| Annual return | 13.77% | 19.37%-5.6pp | 91.63%-77.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $702 | $1,945-63.9% | $2,541-72.4% | $2,471-71.6% |
| Participant deferral / active EE | $2,251 | $3,440-34.6% | $4,167-46.0% | $3,740-39.8% |
| Admin fee / account holder | $3,548 | $5,622-36.9% | $6,797-47.8% | $5,306-33.1% |