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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 | $37,707 | $116,434-67.6% | $65,583-42.5% | $139,487-73.0% |
| Participation rate | 73.9% | 67.9%+6.0pp | 65.0%+8.9pp | 80.3%-6.4pp |
| Annual return | 16.07% | 31.34%-15.3pp | 47.46%-31.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,666 | $2,602+2.5% | $1,692+57.5% | $4,755-43.9% |
| Participant deferral / active EE | $4,778 | $4,245+12.6% | $2,833+68.7% | $6,713-28.8% |
| Admin fee / account holder | $1,889 | $6,696-71.8% | $4,112-54.1% | $11,407-83.4% |