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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 | $63,211 | $87,037-27.4% | $106,201-40.5% | $80,874-21.8% |
| Participation rate | 78.3% | 70.4%+7.8pp | 75.3%+3.0pp | 67.6%+10.6pp |
| Annual return | 11.83% | 17.05%-5.2pp | 116.26%-104.4pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,146 | $2,396-52.2% | $3,170-63.8% | $2,756-58.4% |
| Participant deferral / active EE | $3,632 | $3,986-8.9% | $5,012-27.5% | $4,297-15.5% |
| Admin fee / account holder | $1,153 | $8,434-86.3% | $11,039-89.6% | $6,935-83.4% |