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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 | $78,320 | $69,977+11.9% | $108,582-27.9% | $62,881+24.6% |
| Participation rate | 70.0% | 72.9%-2.9pp | 79.6%-9.6pp | 69.3%+0.7pp |
| Annual return | 9.44% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,695 | $2,135-20.6% | $3,758-54.9% | $2,281-25.7% |
| Participant deferral / active EE | $3,816 | $3,165+20.6% | $4,311-11.5% | $3,203+19.1% |
| Admin fee / account holder | $5,047 | $5,076-0.6% | $7,645-34.0% | $4,296+17.5% |