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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 | $62,333 | $88,707-29.7% | $74,184-16.0% | $273,972-77.2% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 5.69% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,196 | $3,159-62.1% | $2,370-49.5% | $4,869-75.4% |
| Participant deferral / active EE | $2,332 | $4,212-44.6% | $3,550-34.3% | $5,287-55.9% |
| Admin fee / account holder | $6,006 | $8,717-31.1% | $5,586+7.5% | $10,133-40.7% |