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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 | $55,935 | $162,967-65.7% | $135,792-58.8% | $138,895-59.7% |
| Participation rate | 72.7% | 78.3%-5.6pp | 72.6%+0.1pp | 79.9%-7.2pp |
| Annual return | 12.06% | 30.08%-18.0pp | 25.96%-13.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,778 | $4,211-57.8% | $3,496-49.1% | $4,194-57.6% |
| Participant deferral / active EE | $5,708 | $5,640+1.2% | $4,759+19.9% | $6,396-10.8% |
| Admin fee / account holder | $11,392 | $15,306-25.6% | $12,266-7.1% | $12,562-9.3% |