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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 | $81,684 | $96,558-15.4% | $80,977+0.9% | $273,972-70.2% |
| Participation rate | 94.7% | 79.1%+15.7pp | 75.8%+18.9pp | 83.0%+11.7pp |
| Annual return | 8.20% | 15.14%-6.9pp | 17.11%-8.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,316 | $4,869-73.0% | $3,715-64.6% | $4,869-73.0% |
| Participant deferral / active EE | $4,457 | $6,598-32.4% | $5,696-21.8% | $5,287-15.7% |
| Admin fee / account holder | $958 | $7,493-87.2% | $5,517-82.6% | $10,133-90.5% |