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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 | $66,513 | $76,834-13.4% | $108,359-38.6% | $87,485-24.0% |
| Participation rate | 87.8% | 61.7%+26.1pp | 70.1%+17.7pp | 68.9%+18.9pp |
| Annual return | 12.86% | 19.09%-6.2pp | 36.89%-24.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $2,281 | $1,556+46.5% | $2,399-5.0% | $2,596-12.2% |
| Participant deferral / active EE | $3,694 | $3,100+19.2% | $4,137-10.7% | $4,274-13.6% |
| Admin fee / account holder | $1,496 | $6,537-77.1% | $9,741-84.6% | $7,775-80.8% |