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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 | $67,520 | $76,551-11.8% | $123,894-45.5% | $62,881+7.4% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 11.09% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,134 | $2,882-60.7% | $4,617-75.4% | $2,281-50.3% |
| Participant deferral / active EE | $5,668 | $4,840+17.1% | $5,984-5.3% | $3,203+77.0% |
| Admin fee / account holder | $1,920 | $4,826-60.2% | $8,357-77.0% | $4,296-55.3% |