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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 | $68,796 | $124,980-45.0% | $108,359-36.5% | $154,746-55.5% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 8.38% | 45.00%-36.6pp | 36.89%-28.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $2,669 | $2,851-6.4% | $2,399+11.2% | $4,379-39.1% |
| Participant deferral / active EE | $6,429 | $4,743+35.6% | $4,137+55.4% | $6,730-4.5% |
| Admin fee / account holder | $43,412 | $11,502+277.4% | $9,741+345.7% | $14,365+202.2% |