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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 | $56,577 | $81,331-30.4% | $155,534-63.6% | $80,935-30.1% |
| Participation rate | 86.5% | 66.3%+20.3pp | 78.2%+8.3pp | 67.7%+18.9pp |
| Annual return | 12.26% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,753 | $3,105-43.5% | $4,675-62.5% | $2,757-36.4% |
| Participant deferral / active EE | $6,878 | $3,454+99.1% | $5,630+22.2% | $4,299+60.0% |
| Admin fee / account holder | $9,983 | $7,999+24.8% | $15,900-37.2% | $6,924+44.2% |