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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 | $83,019 | $117,895-29.6% | $102,460-19.0% | $145,897-43.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.86% | 31.92%-23.1pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,234 | $3,619-65.9% | $3,025-59.2% | $4,663-73.5% |
| Participant deferral / active EE | $4,183 | $5,736-27.1% | $5,056-17.3% | $6,689-37.5% |
| Admin fee / account holder | $22,808 | $13,353+70.8% | $9,460+141.1% | $13,390+70.3% |