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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 | $72,631 | $80,983-10.3% | $96,544-24.8% | $75,177-3.4% |
| Participation rate | 83.3% | 71.8%+11.5pp | 76.0%+7.3pp | 67.2%+16.1pp |
| Annual return | 17.88% | 27.05%-9.2pp | 25.88%-8.0pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,070 | $2,282-53.1% | $2,966-63.9% | $2,671-60.0% |
| Participant deferral / active EE | $3,174 | $3,929-19.2% | $4,851-34.6% | $4,126-23.1% |
| Admin fee / account holder | $3,129 | $6,717-53.4% | $8,254-62.1% | $5,651-44.6% |