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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 | $70,712 | $147,594-52.1% | $121,871-42.0% | $198,609-64.4% |
| Participation rate | 70.6% | 78.0%-7.4pp | 73.2%-2.6pp | 82.4%-11.8pp |
| Annual return | 19.15% | 12.94%+6.2pp | 13.57%+5.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,499 | $3,007-50.2% | $2,731-45.1% | $5,055-70.4% |
| Participant deferral / active EE | $5,593 | $5,168+8.2% | $4,318+29.5% | $6,977-19.8% |
| Admin fee / account holder | $4,084 | $15,134-73.0% | $11,551-64.6% | $19,030-78.5% |