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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 | $67,476 | $138,312-51.2% | $122,979-45.1% | $155,188-56.5% |
| Participation rate | 77.8% | 80.2%-2.4pp | 77.2%+0.6pp | 80.8%-3.0pp |
| Annual return | 12.21% | 22.06%-9.9pp | 20.12%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,873 | $3,530-47.0% | $3,062-38.9% | $4,248-55.9% |
| Participant deferral / active EE | $3,107 | $5,592-44.4% | $5,003-37.9% | $6,531-52.4% |
| Admin fee / account holder | $3,364 | $15,089-77.7% | $12,864-73.8% | $14,480-76.8% |