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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 | $55,935 | $177,156-68.4% | $147,027-62.0% | $154,746-63.9% |
| Participation rate | 72.7% | 79.4%-6.6pp | 73.7%-1.0pp | 80.7%-8.0pp |
| Annual return | 12.06% | 21.94%-9.9pp | 20.23%-8.2pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,778 | $4,336-59.0% | $3,626-51.0% | $4,379-59.4% |
| Participant deferral / active EE | $5,708 | $5,797-1.5% | $4,933+15.7% | $6,730-15.2% |
| Admin fee / account holder | $11,392 | $14,904-23.6% | $12,223-6.8% | $14,365-20.7% |