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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 | $76,198 | $49,177+54.9% | $79,476-4.1% | $64,181+18.7% |
| Participation rate | 79.7% | 65.0%+14.7pp | 73.3%+6.4pp | 69.6%+10.1pp |
| Annual return | 9.43% | -1.16%+10.6pp | 718.21%-708.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $833 | $2,076-59.9% | $2,800-70.2% | $2,381-65.0% |
| Participant deferral / active EE | $2,815 | $2,821-0.2% | $3,704-24.0% | $3,470-18.9% |
| Admin fee / account holder | $1,669 | $3,839-56.5% | $5,113-67.4% | $4,887-65.9% |