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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 | $80,566 | $107,733-25.2% | $92,985-13.4% | $154,746-47.9% |
| Participation rate | 72.7% | 74.6%-1.8pp | 69.5%+3.2pp | 80.7%-8.0pp |
| Annual return | 13.42% | 30.39%-17.0pp | 27.99%-14.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,067 | $3,126-65.9% | $2,662-59.9% | $4,379-75.6% |
| Participant deferral / active EE | $1,513 | $5,053-70.1% | $4,377-65.4% | $6,730-77.5% |
| Admin fee / account holder | $848 | $11,369-92.5% | $9,463-91.0% | $14,365-94.1% |