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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 | $71,131 | $80,992-12.2% | $96,534-26.3% | $75,173-5.4% |
| Participation rate | 75.9% | 71.8%+4.1pp | 76.0%-0.1pp | 67.2%+8.7pp |
| Annual return | 14.87% | 27.05%-12.2pp | 25.88%-11.0pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,075 | $2,283-52.9% | $2,965-63.8% | $2,671-59.8% |
| Participant deferral / active EE | $2,145 | $3,929-45.4% | $4,851-55.8% | $4,126-48.0% |
| Admin fee / account holder | $725 | $6,717-89.2% | $8,253-91.2% | $5,651-87.2% |