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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 | $81,487-9.0% | $102,412-27.6% | $80,935-8.4% |
| Participation rate | 77.1% | 66.8%+10.3pp | 74.5%+2.6pp | 67.7%+9.5pp |
| Annual return | 10.90% | 25.60%-14.7pp | 24.94%-14.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,580 | $3,103-49.1% | $3,870-59.2% | $2,757-42.7% |
| Participant deferral / active EE | $2,131 | $3,871-44.9% | $5,060-57.9% | $4,299-50.4% |
| Admin fee / account holder | $1,585 | $6,717-76.4% | $8,388-81.1% | $6,924-77.1% |