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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 | $65,617 | $78,423-16.3% | $95,964-31.6% | $79,856-17.8% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.4pp | 69.6%+3.1pp |
| Annual return | 16.12% | 19.37%-3.2pp | 91.64%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,528 | $1,945-21.5% | $2,541-39.9% | $2,471-38.2% |
| Participant deferral / active EE | $2,500 | $3,440-27.3% | $4,167-40.0% | $3,741-33.2% |
| Admin fee / account holder | $4,454 | $5,622-20.8% | $6,797-34.5% | $5,306-16.1% |