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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 | $58,527 | $117,829-50.3% | $102,423-42.9% | $145,877-59.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.89% | 31.83%-20.9pp | 29.42%-18.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,295 | $3,615-36.5% | $3,023-24.1% | $4,663-50.8% |
| Participant deferral / active EE | $7,961 | $5,732+38.9% | $5,054+57.5% | $6,691+19.0% |
| Admin fee / account holder | $657 | $13,335-95.1% | $9,455-93.0% | $13,402-95.1% |