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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 | $69,610 | $105,856-34.2% | $90,161-22.8% | $147,586-52.8% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 12.54% | 37.63%-25.1pp | 34.89%-22.3pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,593 | $4,126-61.4% | $3,318-52.0% | $4,876-67.3% |
| Participant deferral / active EE | $2,889 | $5,733-49.6% | $5,287-45.4% | $5,439-46.9% |
| Admin fee / account holder | $6,997 | $8,046-13.0% | $5,943+17.7% | $10,886-35.7% |