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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 | $69,028 | $58,828+17.3% | $78,002-11.5% | $62,881+9.8% |
| Participation rate | 81.1% | 71.1%+10.0pp | 75.5%+5.6pp | 69.3%+11.8pp |
| Annual return | 6.26% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $886 | $1,672-47.0% | $2,470-64.1% | $2,281-61.2% |
| Participant deferral / active EE | $1,888 | $2,686-29.7% | $3,497-46.0% | $3,203-41.0% |
| Admin fee / account holder | $1,602 | $4,393-63.5% | $5,481-70.8% | $4,296-62.7% |