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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 | $71,072 | $126,661-43.9% | $113,397-37.3% | $138,895-48.8% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.5%+10.2pp | 79.9%+6.7pp |
| Annual return | 12.66% | 25.05%-12.4pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,941 | $3,456-43.8% | $2,977-34.8% | $4,194-53.7% |
| Participant deferral / active EE | $4,182 | $5,693-26.5% | $5,076-17.6% | $6,396-34.6% |
| Admin fee / account holder | $1,566 | $14,549-89.2% | $11,957-86.9% | $12,562-87.5% |