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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 | $60,217 | $71,230-15.5% | $93,727-35.8% | $80,959-25.6% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.2pp | 67.7%+4.2pp |
| Annual return | 11.06% | 11.26%-0.2pp | 133.83%-122.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $927 | $1,565-40.8% | $2,421-61.7% | $2,757-66.4% |
| Participant deferral / active EE | $4,558 | $4,037+12.9% | $4,417+3.2% | $4,300+6.0% |
| Admin fee / account holder | $1,350 | $6,961-80.6% | $8,292-83.7% | $6,925-80.5% |