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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 | $71,679 | $79,449-9.8% | $189,597-62.2% | $85,851-16.5% |
| Participation rate | 80.4% | 66.0%+14.4pp | 78.4%+1.9pp | 69.3%+11.1pp |
| Annual return | 14.58% | 18.45%-3.9pp | 64.20%-49.6pp | 318.63%-304.1pp |
| Employer contribution / active EE | $1,027 | $2,081-50.6% | $4,412-76.7% | $2,565-60.0% |
| Participant deferral / active EE | $4,438 | $4,051+9.5% | $6,174-28.1% | $3,952+12.3% |
| Admin fee / account holder | $535 | $5,377-90.0% | $9,807-94.5% | $6,261-91.5% |