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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 | $66,400 | $72,486-8.4% | $87,103-23.8% | $72,976-9.0% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 21.42% | 24.46%-3.0pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,688 | $1,894-10.9% | $2,521-33.1% | $2,440-30.8% |
| Participant deferral / active EE | $2,597 | $3,270-20.6% | $4,049-35.9% | $3,608-28.0% |
| Admin fee / account holder | $1,053 | $5,055-79.2% | $7,491-85.9% | $5,124-79.4% |