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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 | $73,112 | $96,558-24.3% | $80,977-9.7% | $273,972-73.3% |
| Participation rate | 94.7% | 79.1%+15.7pp | 75.8%+18.9pp | 83.0%+11.7pp |
| Annual return | 10.40% | 15.14%-4.7pp | 17.11%-6.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,039 | $4,869-58.1% | $3,715-45.1% | $4,869-58.1% |
| Participant deferral / active EE | $4,043 | $6,598-38.7% | $5,696-29.0% | $5,287-23.5% |
| Admin fee / account holder | $332 | $7,493-95.6% | $5,517-94.0% | $10,133-96.7% |