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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 | $75,993 | $124,330-38.9% | $109,173-30.4% | $167,536-54.6% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.02% | 26.04%-12.0pp | 25.75%-11.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,626 | $4,209-37.6% | $3,723-29.5% | $4,839-45.7% |
| Participant deferral / active EE | $6,079 | $5,256+15.7% | $4,654+30.6% | $6,342-4.1% |
| Admin fee / account holder | $10,839 | $7,974+35.9% | $6,755+60.5% | $12,315-12.0% |