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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 | $71,410 | $101,798-29.9% | $165,071-56.7% | $80,935-11.8% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 11.23% | 16.73%-5.5pp | 70.17%-58.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $7,263 | $2,954+145.8% | $4,347+67.1% | $2,757+163.5% |
| Participant deferral / active EE | $4,052 | $4,476-9.5% | $6,035-32.9% | $4,299-5.8% |
| Admin fee / account holder | $581 | $8,221-92.9% | $12,695-95.4% | $6,924-91.6% |