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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 | $58,905 | $141,004-58.2% | $112,273-47.5% | $139,466-57.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 9.70% | 32.75%-23.0pp | 30.23%-20.5pp | 373.66%-364.0pp |
| Employer contribution / active EE | $3,045 | $4,285-28.9% | $3,431-11.3% | $4,754-36.0% |
| Participant deferral / active EE | $5,636 | $5,878-4.1% | $4,800+17.4% | $6,712-16.0% |
| Admin fee / account holder | $3,287 | $9,959-67.0% | $7,752-57.6% | $11,409-71.2% |