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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 | $70,928 | $124,330-43.0% | $109,173-35.0% | $167,536-57.7% |
| Participation rate | 82.4% | 79.5%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 13.05% | 26.04%-13.0pp | 25.75%-12.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $2,007 | $4,209-52.3% | $3,723-46.1% | $4,839-58.5% |
| Participant deferral / active EE | $4,431 | $5,256-15.7% | $4,654-4.8% | $6,342-30.1% |
| Admin fee / account holder | $6,936 | $7,974-13.0% | $6,755+2.7% | $12,315-43.7% |