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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 | $67,221 | $108,825-38.2% | $156,181-57.0% | $82,448-18.5% |
| Participation rate | 90.9% | 72.4%+18.5pp | 78.8%+12.1pp | 68.1%+22.8pp |
| Annual return | 13.59% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,677 | $2,870-41.6% | $4,294-60.9% | $2,551-34.3% |
| Participant deferral / active EE | $2,913 | $4,577-36.4% | $6,132-52.5% | $4,139-29.6% |
| Admin fee / account holder | $6,281 | $9,341-32.8% | $14,586-56.9% | $7,234-13.2% |