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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 | $117,846-29.6% | $102,434-19.0% | $145,884-43.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.86% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,234 | $3,615-65.9% | $3,023-59.2% | $4,662-73.5% |
| Participant deferral / active EE | $4,183 | $5,733-27.0% | $5,055-17.2% | $6,690-37.5% |
| Admin fee / account holder | $22,808 | $13,356+70.8% | $9,462+141.1% | $13,392+70.3% |