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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 | $65,135 | $110,379-41.0% | $102,412-36.4% | $145,884-55.4% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 17.64% | 24.84%-7.2pp | 24.94%-7.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,859 | $4,216-55.9% | $3,870-52.0% | $4,662-60.1% |
| Participant deferral / active EE | $4,505 | $5,622-19.9% | $5,060-11.0% | $6,690-32.7% |
| Admin fee / account holder | $1,749 | $9,745-82.1% | $8,388-79.2% | $13,392-86.9% |