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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 | $46,781 | $110,212-57.6% | $96,534-51.5% | $139,466-66.5% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.8pp |
| Annual return | 14.11% | 26.42%-12.3pp | 25.88%-11.8pp | 373.66%-359.6pp |
| Employer contribution / active EE | $1,927 | $3,620-46.8% | $2,965-35.0% | $4,754-59.5% |
| Participant deferral / active EE | $6,529 | $5,547+17.7% | $4,851+34.6% | $6,712-2.7% |
| Admin fee / account holder | $4,249 | $11,599-63.4% | $8,253-48.5% | $11,409-62.8% |