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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 | $67,671 | $123,155-45.1% | $108,753-37.8% | $155,188-56.4% |
| Participation rate | 81.8% | 75.6%+6.2pp | 71.1%+10.7pp | 80.8%+1.0pp |
| Annual return | 21.44% | 44.73%-23.3pp | 37.47%-16.0pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,430 | $2,811-49.1% | $2,427-41.1% | $4,248-66.3% |
| Participant deferral / active EE | $5,526 | $4,623+19.5% | $4,115+34.3% | $6,531-15.4% |
| Admin fee / account holder | $3,519 | $12,126-71.0% | $10,320-65.9% | $14,480-75.7% |