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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 | $60,906 | $75,183-19.0% | $123,894-50.8% | $55,167+10.4% |
| Participation rate | 71.0% | 72.8%-1.8pp | 81.4%-10.4pp | 69.0%+2.0pp |
| Annual return | 13.02% | 19.01%-6.0pp | 47.52%-34.5pp | 169.23%-156.2pp |
| Employer contribution / active EE | $1,055 | $2,823-62.6% | $4,617-77.2% | $1,963-46.3% |
| Participant deferral / active EE | $5,674 | $5,084+11.6% | $5,984-5.2% | $3,054+85.8% |
| Admin fee / account holder | $1,099 | $663+65.9% | $8,357-86.8% | $504+118.1% |