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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 | $84,839 | $58,099+46.0% | $76,902+10.3% | $75,177+12.9% |
| Participation rate | 80.8% | 63.9%+16.9pp | 69.6%+11.2pp | 67.2%+13.6pp |
| Annual return | 17.26% | 26.71%-9.5pp | 37.91%-20.7pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,044 | $1,996-47.7% | $2,534-58.8% | $2,671-60.9% |
| Participant deferral / active EE | $3,335 | $2,999+11.2% | $3,833-13.0% | $4,126-19.2% |
| Admin fee / account holder | $6,779 | $4,778+41.9% | $5,479+23.7% | $5,651+20.0% |