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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 | $70,245 | $97,648-28.1% | $121,663-42.3% | $87,485-19.7% |
| Participation rate | 80.4% | 70.5%+9.9pp | 74.5%+5.9pp | 68.9%+11.4pp |
| Annual return | 12.49% | 18.03%-5.5pp | 147.54%-135.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,502 | $2,300-34.7% | $3,020-50.3% | $2,596-42.1% |
| Participant deferral / active EE | $2,648 | $3,923-32.5% | $4,887-45.8% | $4,274-38.0% |
| Admin fee / account holder | $7,979 | $11,100-28.1% | $14,289-44.2% | $7,775+2.6% |