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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 | $73,260 | $101,763-28.0% | $164,866-55.6% | $80,874-9.4% |
| Participation rate | 78.4% | 71.8%+6.6pp | 78.6%-0.2pp | 67.6%+10.8pp |
| Annual return | 12.11% | 16.73%-4.6pp | 69.97%-57.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,846 | $2,954-37.5% | $4,343-57.5% | $2,756-33.0% |
| Participant deferral / active EE | $3,195 | $4,477-28.6% | $6,033-47.0% | $4,297-25.6% |
| Admin fee / account holder | $10,274 | $8,228+24.9% | $12,689-19.0% | $6,935+48.1% |