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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 | $74,134 | $99,875-25.8% | $146,866-49.5% | $86,983-14.8% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.5%+1.4pp |
| Annual return | 15.21% | 28.10%-12.9pp | 102.85%-87.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,120 | $3,224-34.2% | $4,425-52.1% | $2,584-18.0% |
| Participant deferral / active EE | $3,927 | $6,322-37.9% | $7,759-49.4% | $4,194-6.4% |
| Admin fee / account holder | $1,329 | $7,838-83.0% | $13,620-90.2% | $7,856-83.1% |