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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 | $54,182 | $123,000-55.9% | $105,582-48.7% | $198,609-72.7% |
| Participation rate | 90.0% | 76.8%+13.2pp | 71.8%+18.2pp | 82.4%+7.6pp |
| Annual return | 13.36% | 18.31%-4.9pp | 18.61%-5.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,756 | $3,582-51.0% | $2,984-41.1% | $5,055-65.3% |
| Participant deferral / active EE | $4,724 | $5,013-5.8% | $4,353+8.5% | $6,977-32.3% |
| Admin fee / account holder | $916 | $16,254-94.4% | $12,856-92.9% | $19,030-95.2% |