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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 | $82,310 | $117,904-30.2% | $102,457-19.7% | $145,978-43.6% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.08% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $3,596 | $3,613-0.5% | $3,022+19.0% | $4,662-22.9% |
| Participant deferral / active EE | $5,141 | $5,733-10.3% | $5,054+1.7% | $6,690-23.1% |
| Admin fee / account holder | $5,980 | $13,329-55.1% | $9,451-36.7% | $13,400-55.4% |