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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 | $86,551 | $110,212-21.5% | $96,534-10.3% | $139,466-37.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 19.39% | 26.42%-7.0pp | 25.88%-6.5pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,591 | $3,620-56.0% | $2,965-46.3% | $4,754-66.5% |
| Participant deferral / active EE | $3,718 | $5,547-33.0% | $4,851-23.4% | $6,712-44.6% |
| Admin fee / account holder | $2,801 | $11,599-75.8% | $8,253-66.1% | $11,409-75.4% |