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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 | $99,380-40.3% | $90,312-34.3% | $155,188-61.7% |
| Participation rate | 85.0% | 77.3%+7.7pp | 72.9%+12.1pp | 80.8%+4.2pp |
| Annual return | 13.89% | 19.35%-5.5pp | 18.90%-5.0pp | 148.84%-134.9pp |
| Employer contribution / active EE | $801 | $2,390-66.5% | $2,243-64.3% | $4,248-81.1% |
| Participant deferral / active EE | $2,853 | $4,212-32.2% | $3,749-23.9% | $6,531-56.3% |
| Admin fee / account holder | $8,191 | $9,766-16.1% | $8,248-0.7% | $14,480-43.4% |