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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 | $61,013 | $117,846-48.2% | $102,434-40.4% | $145,884-58.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 13.47% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,343 | $3,615-35.2% | $3,023-22.5% | $4,662-49.8% |
| Participant deferral / active EE | $4,509 | $5,733-21.4% | $5,055-10.8% | $6,690-32.6% |
| Admin fee / account holder | $4,046 | $13,356-69.7% | $9,462-57.2% | $13,392-69.8% |