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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 | $77,423 | $96,731-20.0% | $123,973-37.5% | $86,983-11.0% |
| Participation rate | 75.0% | 70.0%+5.0pp | 76.7%-1.7pp | 69.5%+5.5pp |
| Annual return | 11.52% | 17.33%-5.8pp | 388.13%-376.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $3,303 | $3,297+0.2% | $4,126-19.9% | $2,584+27.8% |
| Participant deferral / active EE | $6,521 | $4,152+57.1% | $5,247+24.3% | $4,194+55.5% |
| Admin fee / account holder | $4,111 | $8,722-52.9% | $11,799-65.2% | $7,856-47.7% |