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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 | $108,614 | $93,346+16.4% | $71,796+51.3% | $273,972-60.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 7.59% | 130.39%-122.8pp | 78.04%-70.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $707 | $2,733-74.1% | $1,924-63.3% | $4,869-85.5% |
| Participant deferral / active EE | $1,859 | $3,475-46.5% | $2,794-33.5% | $5,287-64.8% |
| Admin fee / account holder | $2,244 | $6,571-65.9% | $4,815-53.4% | $10,133-77.9% |