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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 | $77,336 | $103,393-25.2% | $87,103-11.2% | $152,909-49.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 20.48% | 28.10%-7.6pp | 28.19%-7.7pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,657 | $3,221-48.6% | $2,521-34.3% | $4,764-65.2% |
| Participant deferral / active EE | $5,020 | $4,778+5.1% | $4,049+24.0% | $5,851-14.2% |
| Admin fee / account holder | $9,376 | $12,195-23.1% | $7,491+25.2% | $11,601-19.2% |