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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 | $71,663 | $162,967-56.0% | $135,792-47.2% | $138,895-48.4% |
| Participation rate | 82.4% | 78.3%+4.0pp | 72.6%+9.8pp | 79.9%+2.4pp |
| Annual return | 15.16% | 30.08%-14.9pp | 25.96%-10.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,679 | $4,211-60.1% | $3,496-52.0% | $4,194-60.0% |
| Participant deferral / active EE | $3,682 | $5,640-34.7% | $4,759-22.6% | $6,396-42.4% |
| Admin fee / account holder | $403 | $15,306-97.4% | $12,266-96.7% | $12,562-96.8% |