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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 | $70,714 | $101,778-30.5% | $164,975-57.1% | $80,925-12.6% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.7%+5.7pp |
| Annual return | 13.70% | 16.73%-3.0pp | 70.12%-56.4pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,179 | $2,954-60.1% | $4,343-72.8% | $2,756-57.2% |
| Participant deferral / active EE | $5,244 | $4,477+17.1% | $6,033-13.1% | $4,299+22.0% |
| Admin fee / account holder | $6,046 | $8,221-26.5% | $12,688-52.4% | $6,940-12.9% |