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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 | $58,969 | $106,749-44.8% | $145,433-59.5% | $82,448-28.5% |
| Participation rate | 85.4% | 75.6%+9.7pp | 82.1%+3.2pp | 68.1%+17.3pp |
| Annual return | 18.47% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,812 | $3,444-47.4% | $4,554-60.2% | $2,551-29.0% |
| Participant deferral / active EE | $9,166 | $6,519+40.6% | $7,897+16.1% | $4,139+121.4% |
| Admin fee / account holder | $1,839 | $8,390-78.1% | $13,129-86.0% | $7,234-74.6% |