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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 | $64,996 | $99,345-34.6% | $84,753-23.3% | $273,972-76.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 11.41% | 22.93%-11.5pp | 22.78%-11.4pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,151 | $4,214-72.7% | $3,574-67.8% | $4,869-76.4% |
| Participant deferral / active EE | $1,242 | $4,270-70.9% | $3,712-66.5% | $5,287-76.5% |
| Admin fee / account holder | $439 | $6,645-93.4% | $5,333-91.8% | $10,133-95.7% |