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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 | $70,178 | $107,809-34.9% | $97,032-27.7% | $155,188-54.8% |
| Participation rate | 81.8% | 75.5%+6.3pp | 71.6%+10.3pp | 80.8%+1.0pp |
| Annual return | 16.69% | 38.06%-21.4pp | 35.38%-18.7pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,473 | $2,911-15.0% | $2,629-5.9% | $4,248-41.8% |
| Participant deferral / active EE | $6,240 | $5,129+21.6% | $4,672+33.5% | $6,531-4.5% |
| Admin fee / account holder | $741 | $10,717-93.1% | $9,418-92.1% | $14,480-94.9% |