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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 | $78,629 | $110,379-28.8% | $102,412-23.2% | $145,884-46.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.19% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,266 | $4,216-22.5% | $3,870-15.6% | $4,662-29.9% |
| Participant deferral / active EE | $4,065 | $5,622-27.7% | $5,060-19.7% | $6,690-39.2% |
| Admin fee / account holder | $14,880 | $9,745+52.7% | $8,388+77.4% | $13,392+11.1% |