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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 | $75,911 | $96,558-21.4% | $80,977-6.3% | $273,972-72.3% |
| Participation rate | 91.3% | 79.1%+12.2pp | 75.8%+15.5pp | 83.0%+8.3pp |
| Annual return | 6.68% | 15.14%-8.5pp | 17.11%-10.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,456 | $4,869-70.1% | $3,715-60.8% | $4,869-70.1% |
| Participant deferral / active EE | $2,800 | $6,598-57.6% | $5,696-50.8% | $5,287-47.0% |
| Admin fee / account holder | $1,012 | $7,493-86.5% | $5,517-81.7% | $10,133-90.0% |