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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 | $65,279 | $124,425-47.5% | $112,040-41.7% | $137,256-52.4% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 18.80% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,626 | $3,411-52.3% | $2,954-45.0% | $4,156-60.9% |
| Participant deferral / active EE | $5,690 | $5,718-0.5% | $5,098+11.6% | $6,407-11.2% |
| Admin fee / account holder | $749 | $15,207-95.1% | $12,098-93.8% | $12,270-93.9% |