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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 | $65,950 | $101,798-35.2% | $165,071-60.0% | $80,935-18.5% |
| Participation rate | 93.9% | 71.8%+22.1pp | 78.6%+15.3pp | 67.7%+26.3pp |
| Annual return | 13.15% | 16.73%-3.6pp | 70.17%-57.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,811 | $2,954-38.7% | $4,347-58.4% | $2,757-34.3% |
| Participant deferral / active EE | $2,650 | $4,476-40.8% | $6,035-56.1% | $4,299-38.4% |
| Admin fee / account holder | $10,189 | $8,221+23.9% | $12,695-19.7% | $6,924+47.1% |