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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 | $65,005 | $87,733-25.9% | $106,554-39.0% | $85,851-24.3% |
| Participation rate | 78.6% | 71.9%+6.6pp | 76.1%+2.4pp | 69.3%+9.3pp |
| Annual return | 13.34% | 21.86%-8.5pp | 26.80%-13.5pp | 318.63%-305.3pp |
| Employer contribution / active EE | $597 | $2,073-71.2% | $2,819-78.8% | $2,565-76.7% |
| Participant deferral / active EE | $3,542 | $3,469+2.1% | $4,398-19.5% | $3,952-10.4% |
| Admin fee / account holder | $8,520 | $6,767+25.9% | $7,408+15.0% | $6,261+36.1% |