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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 | $35,943 | $117,895-69.5% | $102,460-64.9% | $145,897-75.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 11.80% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,365 | $3,619-62.3% | $3,025-54.9% | $4,663-70.7% |
| Participant deferral / active EE | $3,164 | $5,736-44.8% | $5,056-37.4% | $6,689-52.7% |
| Admin fee / account holder | $8,478 | $13,353-36.5% | $9,460-10.4% | $13,390-36.7% |