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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 | $72,945 | $80,985-9.9% | $96,576-24.5% | $75,181-3.0% |
| Participation rate | 94.1% | 71.8%+22.3pp | 76.0%+18.1pp | 67.2%+26.9pp |
| Annual return | 13.36% | 27.05%-13.7pp | 25.87%-12.5pp | 160.69%-147.3pp |
| Employer contribution / active EE | $1,237 | $2,282-45.8% | $2,965-58.3% | $2,671-53.7% |
| Participant deferral / active EE | $3,184 | $3,929-19.0% | $4,851-34.4% | $4,126-22.8% |
| Admin fee / account holder | $2,431 | $6,719-63.8% | $8,253-70.5% | $5,650-57.0% |