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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 | $65,998 | $89,259-26.1% | $107,187-38.4% | $82,637-20.1% |
| Participation rate | 87.0% | 67.9%+19.1pp | 75.0%+12.0pp | 68.1%+19.0pp |
| Annual return | 15.46% | 21.02%-5.6pp | 204.55%-189.1pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,787 | $3,080-42.0% | $3,782-52.7% | $2,552-30.0% |
| Participant deferral / active EE | $2,223 | $4,037-44.9% | $5,096-56.4% | $4,126-46.1% |
| Admin fee / account holder | $901 | $7,381-87.8% | $9,162-90.2% | $7,339-87.7% |