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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 | $63,000 | $93,598-32.7% | $135,974-53.7% | $75,173-16.2% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 17.47% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,804 | $3,538-49.0% | $4,859-62.9% | $2,671-32.5% |
| Participant deferral / active EE | $9,203 | $6,405+43.7% | $7,760+18.6% | $4,126+123.0% |
| Admin fee / account holder | $6,796 | $6,978-2.6% | $10,767-36.9% | $5,651+20.3% |