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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 | $59,362 | $103,164-42.5% | $90,259-34.2% | $154,746-61.6% |
| Participation rate | 85.0% | 76.1%+8.9pp | 70.7%+14.3pp | 80.7%+4.3pp |
| Annual return | 13.89% | 19.25%-5.4pp | 18.88%-5.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $801 | $2,532-68.4% | $2,291-65.1% | $4,379-81.7% |
| Participant deferral / active EE | $2,853 | $4,422-35.5% | $3,827-25.4% | $6,730-57.6% |
| Admin fee / account holder | $8,191 | $8,593-4.7% | $7,267+12.7% | $14,365-43.0% |