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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 | $73,153 | $87,106-16.0% | $105,607-30.7% | $80,935-9.6% |
| Participation rate | 85.4% | 70.4%+14.9pp | 75.3%+10.1pp | 67.7%+17.7pp |
| Annual return | 13.31% | 17.01%-3.7pp | 116.11%-102.8pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,526 | $2,396-36.3% | $3,167-51.8% | $2,757-44.6% |
| Participant deferral / active EE | $3,070 | $3,986-23.0% | $5,011-38.7% | $4,299-28.6% |
| Admin fee / account holder | $876 | $8,447-89.6% | $10,958-92.0% | $6,924-87.3% |