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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 | $71,400 | $106,524-33.0% | $152,301-53.1% | $87,485-18.4% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.4%-2.0pp | 68.9%+11.5pp |
| Annual return | 14.14% | 26.89%-12.7pp | 80.50%-66.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,061 | $3,371-68.5% | $4,624-77.1% | $2,596-59.1% |
| Participant deferral / active EE | $3,810 | $6,525-41.6% | $8,004-52.4% | $4,274-10.9% |
| Admin fee / account holder | $932 | $8,287-88.8% | $14,398-93.5% | $7,775-88.0% |