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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 | $70,808 | $75,541-6.3% | $152,093-53.4% | $82,637-14.3% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 17.27% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,242 | $2,622-52.7% | $4,175-70.3% | $2,552-51.3% |
| Participant deferral / active EE | $6,198 | $3,206+93.3% | $5,451+13.7% | $4,126+50.2% |
| Admin fee / account holder | $1,425 | $6,405-77.8% | $14,497-90.2% | $7,339-80.6% |