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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 | $56,808 | $104,251-45.5% | $91,004-37.6% | $147,586-61.5% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 13.11% | 27.06%-14.0pp | 4.60%+8.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,818 | $3,116-41.7% | $2,456-26.0% | $4,876-62.7% |
| Participant deferral / active EE | $3,888 | $4,195-7.3% | $3,548+9.6% | $5,439-28.5% |
| Admin fee / account holder | $3,495 | $8,948-60.9% | $5,417-35.5% | $10,886-67.9% |