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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 | $60,827 | $112,729-46.0% | $98,716-38.4% | $137,256-55.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 12.83% | 38.48%-25.6pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,063 | $2,725-61.0% | $2,279-53.3% | $4,156-74.4% |
| Participant deferral / active EE | $4,578 | $4,640-1.3% | $4,048+13.1% | $6,407-28.5% |
| Admin fee / account holder | $3,457 | $10,129-65.9% | $8,703-60.3% | $12,270-71.8% |