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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 | $76,949 | $87,059-11.6% | $105,608-27.1% | $80,925-4.9% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.0pp | 67.7%+15.7pp |
| Annual return | 11.11% | 17.05%-5.9pp | 116.50%-105.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,796 | $2,396-25.1% | $3,167-43.3% | $2,756-34.8% |
| Participant deferral / active EE | $4,015 | $3,986+0.7% | $5,010-19.9% | $4,299-6.6% |
| Admin fee / account holder | $2,525 | $8,443-70.1% | $11,028-77.1% | $6,940-63.6% |