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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 | $115,225-47.2% | $100,712-39.6% | $138,895-56.2% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 12.83% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,063 | $2,771-61.6% | $2,313-54.0% | $4,194-74.7% |
| Participant deferral / active EE | $4,578 | $4,699-2.6% | $4,085+12.1% | $6,396-28.4% |
| Admin fee / account holder | $3,457 | $10,844-68.1% | $9,256-62.7% | $12,562-72.5% |