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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 | $88,672-22.6% | $105,223-34.8% | $82,448-16.7% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+4.0pp |
| Annual return | 13.73% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,944 | $3,048-36.2% | $3,689-47.3% | $2,551-23.8% |
| Participant deferral / active EE | $3,743 | $4,036-7.3% | $5,072-26.2% | $4,139-9.6% |
| Admin fee / account holder | $1,475 | $7,146-79.4% | $8,859-83.3% | $7,234-79.6% |