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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 | $82,671 | $138,312-40.2% | $122,979-32.8% | $155,188-46.7% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 11.14% | 22.06%-10.9pp | 20.12%-9.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,946 | $3,530-44.9% | $3,062-36.5% | $4,248-54.2% |
| Participant deferral / active EE | $10,760 | $5,592+92.4% | $5,003+115.1% | $6,531+64.7% |
| Admin fee / account holder | $31,617 | $15,089+109.5% | $12,864+145.8% | $14,480+118.4% |