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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 | $83,322 | $123,155-32.3% | $108,753-23.4% | $155,188-46.3% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 15.57% | 44.73%-29.2pp | 37.47%-21.9pp | 148.84%-133.3pp |
| Employer contribution / active EE | $7,495 | $2,811+166.6% | $2,427+208.9% | $4,248+76.5% |
| Participant deferral / active EE | $9,694 | $4,623+109.7% | $4,115+135.6% | $6,531+48.4% |
| Admin fee / account holder | $4,860 | $12,126-59.9% | $10,320-52.9% | $14,480-66.4% |