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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 | $64,374 | $98,776-34.8% | $149,745-57.0% | $79,856-19.4% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.5%-11.8pp | 69.6%+1.1pp |
| Annual return | 15.89% | 27.38%-11.5pp | 276.72%-260.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,664 | $3,217-17.2% | $4,646-42.7% | $2,471+7.8% |
| Participant deferral / active EE | $6,621 | $5,681+16.5% | $6,843-3.2% | $3,741+77.0% |
| Admin fee / account holder | $1,905 | $6,053-68.5% | $9,312-79.5% | $5,306-64.1% |