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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 | $79,362 | $162,821-51.3% | $133,978-40.8% | $158,982-50.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 5.59% | 41.95%-36.4pp | 45.10%-39.5pp | 302.99%-297.4pp |
| Employer contribution / active EE | $1,564 | $4,976-68.6% | $3,919-60.1% | $4,763-67.2% |
| Participant deferral / active EE | $6,555 | $5,910+10.9% | $5,047+29.9% | $5,983+9.5% |
| Admin fee / account holder | $2,540 | $11,742-78.4% | $8,930-71.6% | $11,252-77.4% |