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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 | $73,510 | $112,729-34.8% | $98,716-25.5% | $137,256-46.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 12.34% | 38.48%-26.1pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,621 | $2,725-40.5% | $2,279-28.9% | $4,156-61.0% |
| Participant deferral / active EE | $14,227 | $4,640+206.6% | $4,048+251.5% | $6,407+122.1% |
| Admin fee / account holder | $4,246 | $10,129-58.1% | $8,703-51.2% | $12,270-65.4% |