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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 | $73,021 | $49,138+48.6% | $84,021-13.1% | $65,185+12.0% |
| Participation rate | 73.8% | 60.7%+13.1pp | 69.0%+4.8pp | 70.2%+3.6pp |
| Annual return | 19.10% | 23.00%-3.9pp | 71.32%-52.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $816 | $914-10.7% | $1,984-58.9% | $2,177-62.5% |
| Participant deferral / active EE | $4,237 | $2,397+76.8% | $3,239+30.8% | $3,514+20.6% |
| Admin fee / account holder | $2,764 | $543+408.6% | $6,102-54.7% | $847+226.2% |