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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 | $68,296 | $91,167-25.1% | $178,498-61.7% | $79,858-14.5% |
| Participation rate | 70.6% | 69.2%+1.4pp | 81.9%-11.3pp | 69.6%+1.0pp |
| Annual return | 12.72% | 24.19%-11.5pp | 151.09%-138.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,083 | $3,255-66.7% | $5,011-78.4% | $2,471-56.2% |
| Participant deferral / active EE | $3,921 | $3,236+21.2% | $5,202-24.6% | $3,740+4.8% |
| Admin fee / account holder | $4,899 | $6,747-27.4% | $13,985-65.0% | $5,306-7.7% |