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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 | $67,587 | $71,197-5.1% | $93,669-27.8% | $80,925-16.5% |
| Participation rate | 71.1% | 60.4%+10.7pp | 68.7%+2.4pp | 67.7%+3.5pp |
| Annual return | 11.51% | 11.27%+0.2pp | 133.59%-122.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,013 | $1,565-35.3% | $2,424-58.2% | $2,756-63.3% |
| Participant deferral / active EE | $3,184 | $4,036-21.1% | $4,416-27.9% | $4,299-25.9% |
| Admin fee / account holder | $6,456 | $6,959-7.2% | $8,291-22.1% | $6,940-7.0% |