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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 | $71,343 | $87,060-18.1% | $105,591-32.4% | $80,911-11.8% |
| Participation rate | 86.0% | 70.4%+15.6pp | 75.3%+10.7pp | 67.6%+18.4pp |
| Annual return | 11.45% | 17.05%-5.6pp | 116.43%-105.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,967 | $2,396-17.9% | $3,166-37.9% | $2,756-28.6% |
| Participant deferral / active EE | $5,201 | $3,986+30.5% | $5,008+3.8% | $4,297+21.0% |
| Admin fee / account holder | $1,968 | $8,442-76.7% | $11,024-82.2% | $6,935-71.6% |