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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 | $82,660 | $182,442-54.7% | $163,379-49.4% | $138,895-40.5% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.8%+5.0pp | 79.9%+1.9pp |
| Annual return | 14.92% | 72.74%-57.8pp | 63.41%-48.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,512 | $4,159-63.6% | $3,752-59.7% | $4,194-63.9% |
| Participant deferral / active EE | $3,197 | $6,817-53.1% | $6,282-49.1% | $6,396-50.0% |
| Admin fee / account holder | $435 | $10,396-95.8% | $9,818-95.6% | $12,562-96.5% |