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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 | $70,887 | $110,410-35.8% | $102,437-30.8% | $145,897-51.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.86% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $5,091 | $4,217+20.7% | $3,871+31.5% | $4,663+9.2% |
| Participant deferral / active EE | $4,366 | $5,622-22.3% | $5,060-13.7% | $6,689-34.7% |
| Admin fee / account holder | $1,960 | $9,745-79.9% | $8,388-76.6% | $13,390-85.4% |