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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 | $85,775 | $124,330-31.0% | $109,173-21.4% | $167,536-48.8% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 10.22% | 26.04%-15.8pp | 25.75%-15.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $2,350 | $4,209-44.2% | $3,723-36.9% | $4,839-51.4% |
| Participant deferral / active EE | $12,489 | $5,256+137.6% | $4,654+168.4% | $6,342+96.9% |
| Admin fee / account holder | $6,395 | $7,974-19.8% | $6,755-5.3% | $12,315-48.1% |