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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 | $99,380-28.8% | $90,312-21.7% | $155,188-54.4% |
| Participation rate | 70.6% | 77.3%-6.8pp | 72.9%-2.3pp | 80.8%-10.2pp |
| Annual return | 19.15% | 19.35%-0.2pp | 18.90%+0.2pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,499 | $2,390-37.3% | $2,243-33.2% | $4,248-64.7% |
| Participant deferral / active EE | $5,593 | $4,212+32.8% | $3,749+49.2% | $6,531-14.4% |
| Admin fee / account holder | $4,084 | $9,766-58.2% | $8,248-50.5% | $14,480-71.8% |