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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 | $69,721 | $125,797-44.6% | $170,043-59.0% | $75,173-7.3% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 15.46% | 27.20%-11.7pp | 53.40%-37.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $2,550 | $4,616-44.8% | $6,790-62.4% | $2,671-4.5% |
| Participant deferral / active EE | $4,669 | $6,838-31.7% | $10,410-55.2% | $4,126+13.1% |
| Admin fee / account holder | $8,929 | $8,177+9.2% | $12,824-30.4% | $5,651+58.0% |