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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 | $103,419 | $176,794-41.5% | $146,647-29.5% | $167,553-38.3% |
| Participation rate | 86.4% | 83.6%+2.7pp | 80.1%+6.3pp | 82.1%+4.2pp |
| Annual return | 9.43% | 24.04%-14.6pp | 22.75%-13.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $1,769 | $5,161-65.7% | $4,137-57.2% | $4,840-63.4% |
| Participant deferral / active EE | $7,535 | $6,440+17.0% | $5,506+36.8% | $6,343+18.8% |
| Admin fee / account holder | $1,518 | $13,262-88.6% | $10,281-85.2% | $12,316-87.7% |