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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 | $65,622 | $65,364+0.4% | $92,909-29.4% | $72,975-10.1% |
| Participation rate | 95.8% | 68.3%+27.5pp | 76.0%+19.8pp | 69.5%+26.3pp |
| Annual return | 19.01% | 42.11%-23.1pp | 109.44%-90.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,408 | $2,594-45.7% | $3,653-61.4% | $2,440-42.3% |
| Participant deferral / active EE | $6,489 | $3,128+107.4% | $4,238+53.1% | $3,608+79.9% |
| Admin fee / account holder | $2,749 | $4,251-35.3% | $5,795-52.6% | $5,124-46.4% |