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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 | $74,079 | $117,829-37.1% | $102,423-27.7% | $145,877-49.2% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 12.56% | 31.83%-19.3pp | 29.42%-16.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,454 | $3,615-32.1% | $3,023-18.8% | $4,663-47.4% |
| Participant deferral / active EE | $5,191 | $5,732-9.4% | $5,054+2.7% | $6,691-22.4% |
| Admin fee / account holder | $1,231 | $13,335-90.8% | $9,455-87.0% | $13,402-90.8% |