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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 | $54,764 | $162,821-66.4% | $133,978-59.1% | $158,982-65.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 18.37% | 41.95%-23.6pp | 45.10%-26.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,493 | $4,976-70.0% | $3,919-61.9% | $4,763-68.7% |
| Participant deferral / active EE | $5,972 | $5,910+1.0% | $5,047+18.3% | $5,983-0.2% |
| Admin fee / account holder | $3,765 | $11,742-67.9% | $8,930-57.8% | $11,252-66.5% |