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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 | $71,668 | $86,294-16.9% | $111,303-35.6% | $85,856-16.5% |
| Participation rate | 70.4% | 73.3%-3.0pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 12.07% | 19.99%-7.9pp | 54.66%-42.6pp | 318.58%-306.5pp |
| Employer contribution / active EE | $2,190 | $2,043+7.2% | $2,731-19.8% | $2,565-14.6% |
| Participant deferral / active EE | $6,069 | $3,641+66.7% | $4,487+35.2% | $3,952+53.6% |
| Admin fee / account holder | $5,387 | $8,189-34.2% | $7,966-32.4% | $6,261-14.0% |