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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 | $64,169 | $98,776-35.0% | $149,745-57.1% | $79,856-19.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 12.51% | 27.38%-14.9pp | 276.72%-264.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,072 | $3,217-66.7% | $4,646-76.9% | $2,471-56.6% |
| Participant deferral / active EE | $8,724 | $5,681+53.6% | $6,843+27.5% | $3,741+133.2% |
| Admin fee / account holder | $1,039 | $6,053-82.8% | $9,312-88.8% | $5,306-80.4% |