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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 | $75,289 | $84,236-10.6% | $170,435-55.8% | $70,126+7.4% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 14.14% | 23.06%-8.9pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,639 | $3,387-51.6% | $5,432-69.8% | $2,343-30.0% |
| Participant deferral / active EE | $2,685 | $3,086-13.0% | $4,939-45.7% | $3,332-19.4% |
| Admin fee / account holder | $401 | $5,698-93.0% | $13,881-97.1% | $4,645-91.4% |