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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 | $65,156 | $71,057-8.3% | $93,654-30.4% | $80,874-19.4% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.6%+28.4pp |
| Annual return | 11.72% | 11.26%+0.5pp | 133.34%-121.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,714 | $1,564+9.6% | $2,421-29.2% | $2,756-37.8% |
| Participant deferral / active EE | $2,966 | $4,034-26.5% | $4,413-32.8% | $4,297-31.0% |
| Admin fee / account holder | $4,799 | $6,944-30.9% | $8,282-42.1% | $6,935-30.8% |