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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 | $73,281 | $78,425-6.6% | $95,956-23.6% | $79,858-8.2% |
| Participation rate | 92.0% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.4pp |
| Annual return | 10.23% | 19.37%-9.1pp | 91.63%-81.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $492 | $1,945-74.7% | $2,541-80.6% | $2,471-80.1% |
| Participant deferral / active EE | $3,575 | $3,440+3.9% | $4,167-14.2% | $3,740-4.4% |
| Admin fee / account holder | $5,406 | $5,622-3.8% | $6,797-20.5% | $5,306+1.9% |