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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 | $72,184 | $101,798-29.1% | $165,071-56.3% | $80,935-10.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 13.69% | 16.73%-3.0pp | 70.17%-56.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,619 | $2,954-45.2% | $4,347-62.8% | $2,757-41.3% |
| Participant deferral / active EE | $2,057 | $4,476-54.1% | $6,035-65.9% | $4,299-52.2% |
| Admin fee / account holder | $8,477 | $8,221+3.1% | $12,695-33.2% | $6,924+22.4% |