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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 | $61,834 | $64,311-3.9% | $57,356+7.8% | $125,389-50.7% |
| Participation rate | 72.7% | 78.6%-5.9pp | 75.1%-2.4pp | 83.2%-10.5pp |
| Annual return | 1.90% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $3,262 | $3,193+2.2% | $2,689+21.3% | $4,866-33.0% |
| Participant deferral / active EE | $4,414 | $3,846+14.8% | $3,162+39.6% | $5,352-17.5% |
| Admin fee / account holder | $6,500 | $5,243+24.0% | $3,357+93.6% | $9,541-31.9% |