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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 | $60,251 | $124,980-51.8% | $108,359-44.4% | $154,746-61.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 17.63% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,726 | $2,851-39.5% | $2,399-28.1% | $4,379-60.6% |
| Participant deferral / active EE | $9,296 | $4,743+96.0% | $4,137+124.7% | $6,730+38.1% |
| Admin fee / account holder | $1,106 | $11,502-90.4% | $9,741-88.6% | $14,365-92.3% |