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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 | $53,400 | $104,664-49.0% | $85,693-37.7% | $167,518-68.1% |
| Participation rate | 72.7% | 76.4%-3.6pp | 69.9%+2.9pp | 82.1%-9.4pp |
| Annual return | 10.88% | 21.45%-10.6pp | 21.49%-10.6pp | 478.71%-467.8pp |
| Employer contribution / active EE | $1,587 | $3,337-52.4% | $2,618-39.4% | $4,838-67.2% |
| Participant deferral / active EE | $4,474 | $4,824-7.3% | $3,923+14.1% | $6,342-29.5% |
| Admin fee / account holder | $6,384 | $10,032-36.4% | $6,874-7.1% | $12,312-48.1% |