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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 | $56,914 | $76,551-25.7% | $123,894-54.1% | $62,881-9.5% |
| Participation rate | 70.4% | 73.0%-2.6pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,982 | $2,882-31.2% | $4,617-57.1% | $2,281-13.1% |
| Participant deferral / active EE | $3,159 | $4,840-34.7% | $5,984-47.2% | $3,203-1.4% |
| Admin fee / account holder | $8,588 | $4,826+78.0% | $8,357+2.8% | $4,296+99.9% |