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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 | $79,564 | $117,895-32.5% | $102,460-22.3% | $145,897-45.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 21.54% | 31.92%-10.4pp | 29.47%-7.9pp | 552.29%-530.7pp |
| Employer contribution / active EE | $5,476 | $3,619+51.3% | $3,025+81.0% | $4,663+17.4% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,663 | $13,353-12.7% | $9,460+23.3% | $13,390-12.9% |