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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 | $75,646 | $117,829-35.8% | $102,423-26.1% | $145,877-48.1% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.5pp |
| Annual return | 11.35% | 31.83%-20.5pp | 29.42%-18.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,018 | $3,615-16.5% | $3,023-0.2% | $4,663-35.3% |
| Participant deferral / active EE | $8,795 | $5,732+53.4% | $5,054+74.0% | $6,691+31.5% |
| Admin fee / account holder | $12,463 | $13,335-6.5% | $9,455+31.8% | $13,402-7.0% |