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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 | $76,199 | $88,707-14.1% | $74,184+2.7% | $273,972-72.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 11.53% | 11.94%-0.4pp | 17.74%-6.2pp | 41.46%-29.9pp |
| Employer contribution / active EE | $9,102 | $3,159+188.1% | $2,370+284.0% | $4,869+86.9% |
| Participant deferral / active EE | $6,624 | $4,212+57.3% | $3,550+86.6% | $5,287+25.3% |
| Admin fee / account holder | $735 | $8,717-91.6% | $5,586-86.8% | $10,133-92.7% |