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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 | $59,702 | $93,617-36.2% | $135,982-56.1% | $75,177-20.6% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 23.16% | 30.89%-7.7pp | 68.32%-45.2pp | 160.75%-137.6pp |
| Employer contribution / active EE | $1,763 | $3,538-50.2% | $4,859-63.7% | $2,671-34.0% |
| Participant deferral / active EE | $3,173 | $6,406-50.5% | $7,760-59.1% | $4,126-23.1% |
| Admin fee / account holder | $10,979 | $6,980+57.3% | $10,767+2.0% | $5,651+94.3% |