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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 | $68,250 | $86,294-20.9% | $111,303-38.7% | $85,856-20.5% |
| Participation rate | 72.7% | 73.3%-0.6pp | 77.3%-4.6pp | 69.3%+3.4pp |
| Annual return | 13.84% | 19.99%-6.1pp | 54.66%-40.8pp | 318.58%-304.7pp |
| Employer contribution / active EE | $981 | $2,043-52.0% | $2,731-64.1% | $2,565-61.8% |
| Participant deferral / active EE | $4,304 | $3,641+18.2% | $4,487-4.1% | $3,952+8.9% |
| Admin fee / account holder | $4,706 | $8,189-42.5% | $7,966-40.9% | $6,261-24.8% |