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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 | $48,131 | $90,590-46.9% | $90,782-47.0% | $135,380-64.4% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.7pp | 82.6%+0.7pp |
| Annual return | 11.84% | -3.40%+15.2pp | -3.42%+15.3pp | 519.81%-508.0pp |
| Employer contribution / active EE | $2,660 | $4,352-38.9% | $4,105-35.2% | $4,779-44.3% |
| Participant deferral / active EE | $4,584 | $5,407-15.2% | $5,366-14.6% | $5,609-18.3% |
| Admin fee / account holder | $5,926 | $7,683-22.9% | $5,908+0.3% | $10,828-45.3% |