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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 | $86,797 | $177,595-51.1% | $148,496-41.5% | $198,609-56.3% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.0%+0.4pp | 82.4%-5.9pp |
| Annual return | 8.41% | 9.97%-1.6pp | 12.33%-3.9pp | 202.70%-194.3pp |
| Employer contribution / active EE | $2,066 | $4,098-49.6% | $3,497-40.9% | $5,055-59.1% |
| Participant deferral / active EE | $4,132 | $5,539-25.4% | $4,808-14.1% | $6,977-40.8% |
| Admin fee / account holder | $41,616 | $27,010+54.1% | $19,547+112.9% | $19,030+118.7% |