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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 | $66,102 | $93,346-29.2% | $71,796-7.9% | $273,972-75.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 9.09% | 130.39%-121.3pp | 78.04%-68.9pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,364 | $2,733-50.1% | $1,924-29.1% | $4,869-72.0% |
| Participant deferral / active EE | $2,988 | $3,475-14.0% | $2,794+6.9% | $5,287-43.5% |
| Admin fee / account holder | $1,253 | $6,571-80.9% | $4,815-74.0% | $10,133-87.6% |