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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 | $73,098 | $124,330-41.2% | $109,173-33.0% | $167,536-56.4% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 17.23% | 26.04%-8.8pp | 25.75%-8.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $2,079 | $4,209-50.6% | $3,723-44.1% | $4,839-57.0% |
| Participant deferral / active EE | $5,861 | $5,256+11.5% | $4,654+25.9% | $6,342-7.6% |
| Admin fee / account holder | $4,662 | $7,974-41.5% | $6,755-31.0% | $12,315-62.1% |