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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 | $48,888 | $101,618-51.9% | $93,063-47.5% | $137,256-64.4% |
| Participation rate | 77.8% | 74.9%+2.8pp | 72.1%+5.7pp | 80.0%-2.2pp |
| Annual return | 12.11% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,368 | $2,707-12.5% | $2,476-4.4% | $4,156-43.0% |
| Participant deferral / active EE | $2,686 | $4,279-37.2% | $3,958-32.1% | $6,407-58.1% |
| Admin fee / account holder | $4,128 | $6,198-33.4% | $6,033-31.6% | $12,270-66.4% |