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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 | $177,100 | $117,829+50.3% | $102,423+72.9% | $145,877+21.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.92% | 31.83%-19.9pp | 29.42%-17.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,358 | $3,615-62.4% | $3,023-55.1% | $4,663-70.9% |
| Participant deferral / active EE | $2,077 | $5,732-63.8% | $5,054-58.9% | $6,691-68.9% |
| Admin fee / account holder | $9,563 | $13,335-28.3% | $9,455+1.1% | $13,402-28.6% |