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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 | $68,656 | $156,616-56.2% | $133,346-48.5% | $198,609-65.4% |
| Participation rate | 78.3% | 77.7%+0.5pp | 72.8%+5.4pp | 82.4%-4.1pp |
| Annual return | 18.00% | 44.25%-26.3pp | 36.85%-18.9pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,355 | $3,368-30.1% | $2,853-17.5% | $5,055-53.4% |
| Participant deferral / active EE | $5,174 | $4,920+5.2% | $4,332+19.4% | $6,977-25.8% |
| Admin fee / account holder | $4,275 | $17,468-75.5% | $14,264-70.0% | $19,030-77.5% |