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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 | $56,203 | $95,188-41.0% | $76,518-26.5% | $135,380-58.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | 25.49% | 4.85%+20.6pp | -0.27%+25.8pp | 519.81%-494.3pp |
| Employer contribution / active EE | $2,604 | $3,303-21.2% | $2,647-1.6% | $4,779-45.5% |
| Participant deferral / active EE | $2,367 | $4,640-49.0% | $3,836-38.3% | $5,609-57.8% |
| Admin fee / account holder | $7,089 | $6,249+13.4% | $4,849+46.2% | $10,828-34.5% |