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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 | $37,492 | $110,379-66.0% | $102,412-63.4% | $145,884-74.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.85% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,751 | $4,216-34.7% | $3,870-28.9% | $4,662-41.0% |
| Participant deferral / active EE | $7,723 | $5,622+37.4% | $5,060+52.6% | $6,690+15.4% |
| Admin fee / account holder | $2,072 | $9,745-78.7% | $8,388-75.3% | $13,392-84.5% |