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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 | $76,714 | $84,233-8.9% | $170,436-55.0% | $70,131+9.4% |
| Participation rate | 93.0% | 70.8%+22.2pp | 83.6%+9.4pp | 69.5%+23.5pp |
| Annual return | 14.10% | 23.06%-9.0pp | 205.94%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,378 | $3,387-59.3% | $5,433-74.6% | $2,342-41.2% |
| Participant deferral / active EE | $3,041 | $3,086-1.4% | $4,939-38.4% | $3,332-8.7% |
| Admin fee / account holder | $3,778 | $5,698-33.7% | $13,880-72.8% | $4,645-18.7% |