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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 | $59,466 | $124,351-52.2% | $109,188-45.5% | $167,553-64.5% |
| Participation rate | 76.2% | 79.4%-3.3pp | 75.9%+0.3pp | 82.1%-5.9pp |
| Annual return | 17.21% | 26.04%-8.8pp | 25.76%-8.5pp | 478.89%-461.7pp |
| Employer contribution / active EE | $3,838 | $4,210-8.8% | $3,723+3.1% | $4,840-20.7% |
| Participant deferral / active EE | $1,857 | $5,257-64.7% | $4,654-60.1% | $6,343-70.7% |
| Admin fee / account holder | $3,071 | $7,975-61.5% | $6,755-54.5% | $12,316-75.1% |