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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 | $83,786 | $110,212-24.0% | $96,534-13.2% | $139,466-39.9% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 13.80% | 26.42%-12.6pp | 25.88%-12.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,994 | $3,620-44.9% | $2,965-32.8% | $4,754-58.1% |
| Participant deferral / active EE | $2,387 | $5,547-57.0% | $4,851-50.8% | $6,712-64.4% |
| Admin fee / account holder | $862 | $11,599-92.6% | $8,253-89.6% | $11,409-92.4% |