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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 | $62,202 | $93,589-33.5% | $135,942-54.2% | $75,181-17.3% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.1pp | 67.2%+8.7pp |
| Annual return | 22.21% | 30.90%-8.7pp | 68.28%-46.1pp | 160.69%-138.5pp |
| Employer contribution / active EE | $2,648 | $3,537-25.1% | $4,858-45.5% | $2,671-0.8% |
| Participant deferral / active EE | $8,668 | $6,405+35.3% | $7,759+11.7% | $4,126+110.1% |
| Admin fee / account holder | $1,628 | $6,977-76.7% | $10,764-84.9% | $5,650-71.2% |