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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 | $68,657 | $105,284-34.8% | $150,734-54.5% | $94,015-27.0% |
| Participation rate | 72.0% | 71.7%+0.3pp | 78.4%-6.4pp | 70.8%+1.2pp |
| Annual return | 13.73% | 15.67%-1.9pp | 600.81%-587.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,944 | $3,599-46.0% | $4,918-60.5% | $2,790-30.3% |
| Participant deferral / active EE | $3,743 | $4,274-12.4% | $5,610-33.3% | $4,249-11.9% |
| Admin fee / account holder | $1,475 | $9,839-85.0% | $14,905-90.1% | $8,951-83.5% |