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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 | $77,962 | $149,741-47.9% | $118,914-34.4% | $158,982-51.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.7pp |
| Annual return | 9.39% | 19.94%-10.5pp | 35.89%-26.5pp | 302.99%-293.6pp |
| Employer contribution / active EE | $1,581 | $4,119-61.6% | $3,264-51.6% | $4,763-66.8% |
| Participant deferral / active EE | $3,086 | $5,226-40.9% | $4,266-27.7% | $5,983-48.4% |
| Admin fee / account holder | $7,496 | $8,607-12.9% | $6,582+13.9% | $11,252-33.4% |