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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 | $62,230 | $78,027-20.2% | $178,528-65.1% | $80,925-23.1% |
| Participation rate | 86.3% | 65.7%+20.6pp | 77.1%+9.1pp | 67.7%+18.6pp |
| Annual return | 13.83% | 18.09%-4.3pp | 27.11%-13.3pp | 35.65%-21.8pp |
| Employer contribution / active EE | $9,317 | $2,281+308.4% | $3,950+135.8% | $2,756+238.0% |
| Participant deferral / active EE | $4,498 | $4,408+2.1% | $6,278-28.4% | $4,299+4.6% |
| Admin fee / account holder | $7,013 | $7,168-2.2% | $10,419-32.7% | $6,940+1.1% |