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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 | $114,683 | $171,272-33.0% | $127,803-10.3% | $152,909-25.0% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.0%+7.7pp | 82.5%+4.2pp |
| Annual return | 13.40% | 23.54%-10.1pp | 26.14%-12.7pp | 345.46%-332.1pp |
| Employer contribution / active EE | $1,332 | $5,451-75.6% | $4,576-70.9% | $4,764-72.0% |
| Participant deferral / active EE | $4,467 | $7,043-36.6% | $6,023-25.8% | $5,851-23.7% |
| Admin fee / account holder | $8,640 | $14,540-40.6% | $9,399-8.1% | $11,601-25.5% |