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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 | $73,641 | $88,583-16.9% | $88,497-16.8% | $273,972-73.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.4%-7.4pp | 83.0%-8.0pp |
| Annual return | 10.85% | 5.68%+5.2pp | 7.63%+3.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,034 | $4,502-32.6% | $4,036-24.8% | $4,869-37.7% |
| Participant deferral / active EE | $4,927 | $4,891+0.7% | $4,899+0.6% | $5,287-6.8% |
| Admin fee / account holder | $319 | $8,980-96.4% | $6,220-94.9% | $10,133-96.8% |