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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 | $60,945 | $111,814-45.5% | $103,378-41.0% | $145,978-58.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.74% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,033 | $4,215-51.8% | $3,870-47.5% | $4,662-56.4% |
| Participant deferral / active EE | $5,532 | $5,618-1.5% | $5,058+9.4% | $6,690-17.3% |
| Admin fee / account holder | $1,766 | $9,764-81.9% | $8,401-79.0% | $13,400-86.8% |