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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 | $70,819 | $84,236-15.9% | $170,435-58.4% | $70,126+1.0% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 16.06% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,037 | $3,387-69.4% | $5,432-80.9% | $2,343-55.7% |
| Participant deferral / active EE | $1,804 | $3,086-41.5% | $4,939-63.5% | $3,332-45.8% |
| Admin fee / account holder | $3,991 | $5,698-30.0% | $13,881-71.2% | $4,645-14.1% |