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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 | $66,027 | $110,240-40.1% | $96,544-31.6% | $139,487-52.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.35% | 26.41%-13.1pp | 25.88%-12.5pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,320 | $3,622-36.0% | $2,966-21.8% | $4,755-51.2% |
| Participant deferral / active EE | $9,144 | $5,549+64.8% | $4,851+88.5% | $6,713+36.2% |
| Admin fee / account holder | $8,010 | $11,602-31.0% | $8,254-3.0% | $11,407-29.8% |