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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 | $72,819 | $86,938-16.2% | $102,423-28.9% | $80,925-10.0% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.7%+24.2pp |
| Annual return | 14.71% | 18.89%-4.2pp | 29.42%-14.7pp | 35.65%-20.9pp |
| Employer contribution / active EE | $845 | $2,369-64.3% | $3,023-72.0% | $2,756-69.3% |
| Participant deferral / active EE | $9,021 | $4,120+118.9% | $5,054+78.5% | $4,299+109.9% |
| Admin fee / account holder | $949 | $8,053-88.2% | $9,455-90.0% | $6,940-86.3% |