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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 | $77,594 | $78,197-0.8% | $98,090-20.9% | $82,637-6.1% |
| Participation rate | 96.7% | 77.5%+19.2pp | 81.5%+15.2pp | 68.1%+28.6pp |
| Annual return | 19.43% | 40.25%-20.8pp | 37.05%-17.6pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,444 | $2,605-44.6% | $3,606-60.0% | $2,552-43.4% |
| Participant deferral / active EE | $7,305 | $6,636+10.1% | $7,845-6.9% | $4,126+77.1% |
| Admin fee / account holder | $2,218 | $14,832-85.0% | $11,815-81.2% | $7,339-69.8% |