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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 | $83,268 | $107,809-22.8% | $97,032-14.2% | $155,188-46.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 10.52% | 38.06%-27.5pp | 35.38%-24.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $661 | $2,911-77.3% | $2,629-74.8% | $4,248-84.4% |
| Participant deferral / active EE | $1,513 | $5,129-70.5% | $4,672-67.6% | $6,531-76.8% |
| Admin fee / account holder | $6,330 | $10,717-40.9% | $9,418-32.8% | $14,480-56.3% |