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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 | $68,172 | $98,776-31.0% | $149,745-54.5% | $79,856-14.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 17.76% | 27.38%-9.6pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,901 | $3,217-40.9% | $4,646-59.1% | $2,471-23.1% |
| Participant deferral / active EE | $6,545 | $5,681+15.2% | $6,843-4.4% | $3,741+75.0% |
| Admin fee / account holder | $405 | $6,053-93.3% | $9,312-95.7% | $5,306-92.4% |