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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 | $68,063 | $71,230-4.4% | $93,727-27.4% | $80,959-15.9% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.7%+4.3pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.83%-122.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,988 | $1,565+27.0% | $2,421-17.9% | $2,757-27.9% |
| Participant deferral / active EE | $5,525 | $4,037+36.8% | $4,417+25.1% | $4,300+28.5% |
| Admin fee / account holder | $3,063 | $6,961-56.0% | $8,292-63.1% | $6,925-55.8% |