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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 | $60,207 | $91,086-33.9% | $203,872-70.5% | $86,983-30.8% |
| Participation rate | 72.2% | 65.8%+6.4pp | 77.8%-5.6pp | 69.5%+2.7pp |
| Annual return | 31.77% | 22.30%+9.5pp | 85.11%-53.3pp | 25.83%+5.9pp |
| Employer contribution / active EE | $1,158 | $2,063-43.9% | $3,757-69.2% | $2,584-55.2% |
| Participant deferral / active EE | $2,301 | $4,019-42.7% | $6,388-64.0% | $4,194-45.1% |
| Admin fee / account holder | $9,720 | $8,987+8.2% | $11,730-17.1% | $7,856+23.7% |