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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 | $65,865 | $111,814-41.1% | $103,374-36.3% | $145,959-54.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.11% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,448 | $4,214-41.9% | $3,869-36.7% | $4,661-47.5% |
| Participant deferral / active EE | $5,432 | $5,618-3.3% | $5,058+7.4% | $6,689-18.8% |
| Admin fee / account holder | $9,020 | $9,754-7.5% | $8,394+7.5% | $13,398-32.7% |