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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 | $68,081 | $90,509-24.8% | $78,693-13.5% | $273,968-75.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.47% | 75.61%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,022 | $3,175-36.3% | $2,850-29.1% | $4,869-58.5% |
| Participant deferral / active EE | $3,067 | $3,901-21.4% | $3,517-12.8% | $5,287-42.0% |
| Admin fee / account holder | $1,561 | $5,264-70.3% | $4,511-65.4% | $10,132-84.6% |