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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 | $124,425-42.9% | $112,040-36.6% | $137,256-48.2% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 12.66% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,941 | $3,411-43.1% | $2,954-34.3% | $4,156-53.3% |
| Participant deferral / active EE | $4,182 | $5,718-26.9% | $5,098-18.0% | $6,407-34.7% |
| Admin fee / account holder | $1,566 | $15,207-89.7% | $12,098-87.1% | $12,270-87.2% |