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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 | $57,713 | $106,247-45.7% | $96,515-40.2% | $139,466-58.6% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 18.31% | 38.47%-20.2pp | 35.73%-17.4pp | 373.66%-355.4pp |
| Employer contribution / active EE | $5,251 | $4,106+27.9% | $3,740+40.4% | $4,754+10.5% |
| Participant deferral / active EE | $6,208 | $5,456+13.8% | $4,880+27.2% | $6,712-7.5% |
| Admin fee / account holder | $2,468 | $7,885-68.7% | $6,735-63.4% | $11,409-78.4% |