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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 | $69,097 | $80,992-14.7% | $96,534-28.4% | $75,173-8.1% |
| Participation rate | 90.6% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.4pp |
| Annual return | 12.97% | 27.05%-14.1pp | 25.88%-12.9pp | 160.72%-147.7pp |
| Employer contribution / active EE | $1,197 | $2,283-47.6% | $2,965-59.6% | $2,671-55.2% |
| Participant deferral / active EE | $3,519 | $3,929-10.4% | $4,851-27.5% | $4,126-14.7% |
| Admin fee / account holder | $7,762 | $6,717+15.6% | $8,253-5.9% | $5,651+37.4% |