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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 | $61,543 | $71,208-13.6% | $93,681-34.3% | $80,911-23.9% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.6%+14.2pp |
| Annual return | 10.30% | 11.27%-1.0pp | 133.47%-123.2pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,745 | $1,564+11.5% | $2,422-28.0% | $2,756-36.7% |
| Participant deferral / active EE | $3,297 | $4,035-18.3% | $4,415-25.3% | $4,297-23.3% |
| Admin fee / account holder | $401 | $6,951-94.2% | $8,290-95.2% | $6,935-94.2% |