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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 | $81,262-30.4% | $155,602-63.6% | $80,911-30.1% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.9pp |
| Annual return | 12.26% | 33.34%-21.1pp | 64.81%-52.6pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,753 | $3,102-43.5% | $4,675-62.5% | $2,756-36.4% |
| Participant deferral / active EE | $6,878 | $3,451+99.3% | $5,629+22.2% | $4,297+60.1% |
| Admin fee / account holder | $9,983 | $7,992+24.9% | $15,923-37.3% | $6,935+44.0% |