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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 | $42,493 | $126,661-66.5% | $113,397-62.5% | $138,895-69.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 14.60% | 25.05%-10.5pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,141 | $3,456-67.0% | $2,977-61.7% | $4,194-72.8% |
| Participant deferral / active EE | $13,541 | $5,693+137.9% | $5,076+166.7% | $6,396+111.7% |
| Admin fee / account holder | $11,703 | $14,549-19.6% | $11,957-2.1% | $12,562-6.8% |