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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 | $80,063 | $86,288-7.2% | $111,306-28.1% | $85,851-6.7% |
| Participation rate | 73.0% | 73.3%-0.4pp | 77.3%-4.3pp | 69.3%+3.7pp |
| Annual return | 12.79% | 19.99%-7.2pp | 54.67%-41.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,710 | $2,044-16.3% | $2,732-37.4% | $2,565-33.4% |
| Participant deferral / active EE | $3,188 | $3,641-12.4% | $4,488-29.0% | $3,952-19.3% |
| Admin fee / account holder | $6,937 | $8,189-15.3% | $7,966-12.9% | $6,261+10.8% |