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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 | $72,934 | $136,860-46.7% | $120,344-39.4% | $154,746-52.9% |
| Participation rate | 79.2% | 79.9%-0.7pp | 76.7%+2.5pp | 80.7%-1.5pp |
| Annual return | 16.00% | 21.38%-5.4pp | 20.30%-4.3pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,280 | $3,533-63.8% | $3,020-57.6% | $4,379-70.8% |
| Participant deferral / active EE | $3,557 | $5,793-38.6% | $5,135-30.7% | $6,730-47.2% |
| Admin fee / account holder | $2,306 | $15,393-85.0% | $12,742-81.9% | $14,365-84.0% |