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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 | $60,147 | $88,672-32.2% | $105,223-42.8% | $82,448-27.0% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 14.64% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $883 | $3,048-71.0% | $3,689-76.1% | $2,551-65.4% |
| Participant deferral / active EE | $4,718 | $4,036+16.9% | $5,072-7.0% | $4,139+14.0% |
| Admin fee / account holder | $10,867 | $7,146+52.1% | $8,859+22.7% | $7,234+50.2% |