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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 | $67,705 | $110,240-38.6% | $96,544-29.9% | $139,487-51.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 11.27% | 26.41%-15.1pp | 25.88%-14.6pp | 373.84%-362.6pp |
| Employer contribution / active EE | $1,778 | $3,622-50.9% | $2,966-40.1% | $4,755-62.6% |
| Participant deferral / active EE | $3,367 | $5,549-39.3% | $4,851-30.6% | $6,713-49.8% |
| Admin fee / account holder | $4,361 | $11,602-62.4% | $8,254-47.2% | $11,407-61.8% |