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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 | $61,098 | $80,985-24.6% | $96,576-36.7% | $75,181-18.7% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 14.32% | 27.05%-12.7pp | 25.87%-11.6pp | 160.69%-146.4pp |
| Employer contribution / active EE | $728 | $2,282-68.1% | $2,965-75.5% | $2,671-72.8% |
| Participant deferral / active EE | $5,097 | $3,929+29.7% | $4,851+5.1% | $4,126+23.5% |
| Admin fee / account holder | $15,831 | $6,719+135.6% | $8,253+91.8% | $5,650+180.2% |