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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 | $111,814-36.6% | $103,378-31.4% | $145,978-51.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.86% | 24.80%-12.9pp | 24.91%-13.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $5,091 | $4,215+20.8% | $3,870+31.5% | $4,662+9.2% |
| Participant deferral / active EE | $4,366 | $5,618-22.3% | $5,058-13.7% | $6,690-34.7% |
| Admin fee / account holder | $1,960 | $9,764-79.9% | $8,401-76.7% | $13,400-85.4% |