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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 | $77,491 | $106,247-27.1% | $96,515-19.7% | $139,466-44.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 13.73% | 38.47%-24.7pp | 35.73%-22.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,054 | $4,106-50.0% | $3,740-45.1% | $4,754-56.8% |
| Participant deferral / active EE | $8,554 | $5,456+56.8% | $4,880+75.3% | $6,712+27.5% |
| Admin fee / account holder | $13,419 | $7,885+70.2% | $6,735+99.2% | $11,409+17.6% |