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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 | $117,895-37.2% | $102,460-27.7% | $145,897-49.2% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 12.56% | 31.92%-19.4pp | 29.47%-16.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,454 | $3,619-32.2% | $3,025-18.9% | $4,663-47.4% |
| Participant deferral / active EE | $5,191 | $5,736-9.5% | $5,056+2.7% | $6,689-22.4% |
| Admin fee / account holder | $1,231 | $13,353-90.8% | $9,460-87.0% | $13,390-90.8% |