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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 | $117,859-30.2% | $102,438-19.6% | $145,959-43.6% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.08% | 31.72%-20.6pp | 29.37%-18.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $3,596 | $3,615-0.5% | $3,024+18.9% | $4,661-22.9% |
| Participant deferral / active EE | $5,141 | $5,732-10.3% | $5,054+1.7% | $6,689-23.1% |
| Admin fee / account holder | $5,980 | $13,318-55.1% | $9,448-36.7% | $13,398-55.4% |