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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 | $70,808 | $76,407-7.3% | $150,298-52.9% | $82,448-14.1% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 17.27% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,242 | $2,614-52.5% | $4,154-70.1% | $2,551-51.3% |
| Participant deferral / active EE | $6,198 | $3,214+92.8% | $5,453+13.7% | $4,139+49.7% |
| Admin fee / account holder | $1,425 | $6,352-77.6% | $14,116-89.9% | $7,234-80.3% |