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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 | $58,532 | $106,247-44.9% | $96,515-39.4% | $139,466-58.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.04% | 38.47%-26.4pp | 35.73%-23.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $2,316 | $4,106-43.6% | $3,740-38.1% | $4,754-51.3% |
| Participant deferral / active EE | $8,866 | $5,456+62.5% | $4,880+81.7% | $6,712+32.1% |
| Admin fee / account holder | $9,841 | $7,885+24.8% | $6,735+46.1% | $11,409-13.7% |