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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 | $67,671 | $115,225-41.3% | $100,712-32.8% | $138,895-51.3% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 21.44% | 40.35%-18.9pp | 33.27%-11.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,430 | $2,771-48.4% | $2,313-38.2% | $4,194-65.9% |
| Participant deferral / active EE | $5,526 | $4,699+17.6% | $4,085+35.3% | $6,396-13.6% |
| Admin fee / account holder | $3,519 | $10,844-67.6% | $9,256-62.0% | $12,562-72.0% |