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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 | $35,078 | $161,352-78.3% | $134,172-73.9% | $137,256-74.4% |
| Participation rate | 78.9% | 78.3%+0.7pp | 72.5%+6.5pp | 80.0%-1.0pp |
| Annual return | 12.98% | 28.72%-15.7pp | 25.30%-12.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,771 | $4,099-32.4% | $3,420-19.0% | $4,156-33.3% |
| Participant deferral / active EE | $2,778 | $5,552-50.0% | $4,690-40.8% | $6,407-56.6% |
| Admin fee / account holder | $5,483 | $15,028-63.5% | $12,016-54.4% | $12,270-55.3% |