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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 | $59,726 | $93,598-36.2% | $135,974-56.1% | $75,173-20.5% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 15.66% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,711 | $3,538-51.6% | $4,859-64.8% | $2,671-36.0% |
| Participant deferral / active EE | $3,054 | $6,405-52.3% | $7,760-60.6% | $4,126-26.0% |
| Admin fee / account holder | $7,661 | $6,978+9.8% | $10,767-28.8% | $5,651+35.6% |