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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 | $74,117 | $81,457-9.0% | $103,378-28.3% | $80,911-8.4% |
| Participation rate | 77.1% | 66.8%+10.3pp | 74.5%+2.6pp | 67.6%+9.5pp |
| Annual return | 10.90% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,580 | $3,107-49.2% | $3,870-59.2% | $2,756-42.7% |
| Participant deferral / active EE | $2,131 | $3,871-44.9% | $5,058-57.9% | $4,297-50.4% |
| Admin fee / account holder | $1,585 | $6,717-76.4% | $8,401-81.1% | $6,935-77.1% |