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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 | $88,009 | $65,027+35.3% | $90,970-3.3% | $79,852+10.2% |
| Participation rate | 83.0% | 61.6%+21.4pp | 69.0%+14.0pp | 69.6%+13.4pp |
| Annual return | 15.41% | 30.45%-15.0pp | 134.58%-119.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,071 | $1,247-14.1% | $2,122-49.5% | $2,471-56.7% |
| Participant deferral / active EE | $4,683 | $2,512+86.4% | $3,373+38.8% | $3,740+25.2% |
| Admin fee / account holder | $1,536 | $4,535-66.1% | $5,960-74.2% | $5,306-71.1% |