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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 | $78,151 | $80,983-3.5% | $96,544-19.1% | $75,177+4.0% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 16.24% | 27.05%-10.8pp | 25.88%-9.6pp | 160.75%-144.5pp |
| Employer contribution / active EE | $996 | $2,282-56.3% | $2,966-66.4% | $2,671-62.7% |
| Participant deferral / active EE | $2,484 | $3,929-36.8% | $4,851-48.8% | $4,126-39.8% |
| Admin fee / account holder | $696 | $6,717-89.6% | $8,254-91.6% | $5,651-87.7% |