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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 | $67,451 | $116,203-42.0% | $93,621-28.0% | $152,909-55.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | 25.94% | 35.96%-10.0pp | 32.76%-6.8pp | 345.46%-319.5pp |
| Employer contribution / active EE | $1,634 | $3,219-49.2% | $2,719-39.9% | $4,764-65.7% |
| Participant deferral / active EE | $6,358 | $4,605+38.1% | $4,070+56.2% | $5,851+8.7% |
| Admin fee / account holder | $410 | $10,751-96.2% | $7,890-94.8% | $11,601-96.5% |