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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 | $69,152 | $107,666-35.8% | $102,184-32.3% | $154,746-55.3% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 13.57% | 29.33%-15.8pp | 31.58%-18.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,042 | $3,846-46.9% | $3,594-43.2% | $4,379-53.4% |
| Participant deferral / active EE | $13,650 | $8,719+56.6% | $8,309+64.3% | $6,730+102.8% |
| Admin fee / account holder | $5,320 | $12,943-58.9% | $11,609-54.2% | $14,365-63.0% |