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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 | $67,846 | $77,908-12.9% | $149,696-54.7% | $75,173-9.7% |
| Participation rate | 86.8% | 65.6%+21.2pp | 78.8%+8.0pp | 67.2%+19.6pp |
| Annual return | 14.23% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $933 | $3,138-70.3% | $4,821-80.6% | $2,671-65.1% |
| Participant deferral / active EE | $3,028 | $3,411-11.2% | $5,682-46.7% | $4,126-26.6% |
| Admin fee / account holder | $7,375 | $5,950+24.0% | $13,212-44.2% | $5,651+30.5% |