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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 | $70,114 | $98,766-29.0% | $149,730-53.2% | $79,852-12.2% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.6%+1.4pp |
| Annual return | 13.85% | 27.43%-13.6pp | 276.70%-262.8pp | 31.72%-17.9pp |
| Employer contribution / active EE | $3,312 | $3,217+3.0% | $4,645-28.7% | $2,471+34.0% |
| Participant deferral / active EE | $2,910 | $5,681-48.8% | $6,843-57.5% | $3,740-22.2% |
| Admin fee / account holder | $1,808 | $6,052-70.1% | $9,310-80.6% | $5,306-65.9% |