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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 | $62,085 | $93,617-33.7% | $135,982-54.3% | $75,177-17.4% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.9%+6.5pp | 67.2%+21.2pp |
| Annual return | 18.05% | 30.89%-12.8pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,327 | $3,538-62.5% | $4,859-72.7% | $2,671-50.3% |
| Participant deferral / active EE | $7,751 | $6,406+21.0% | $7,760-0.1% | $4,126+87.8% |
| Admin fee / account holder | $1,819 | $6,980-73.9% | $10,767-83.1% | $5,651-67.8% |