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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 | $89,140 | $76,834+16.0% | $108,359-17.7% | $87,485+1.9% |
| Participation rate | 71.2% | 61.7%+9.5pp | 70.1%+1.1pp | 68.9%+2.3pp |
| Annual return | 12.38% | 19.09%-6.7pp | 36.89%-24.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,159 | $1,556-25.6% | $2,399-51.7% | $2,596-55.4% |
| Participant deferral / active EE | $2,693 | $3,100-13.1% | $4,137-34.9% | $4,274-37.0% |
| Admin fee / account holder | $821 | $6,537-87.4% | $9,741-91.6% | $7,775-89.4% |