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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 | $72,296 | $110,337-34.5% | $102,383-29.4% | $145,877-50.4% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 10.25% | 24.83%-14.6pp | 24.94%-14.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,022 | $4,216-75.8% | $3,870-73.6% | $4,663-78.1% |
| Participant deferral / active EE | $2,946 | $5,621-47.6% | $5,060-41.8% | $6,691-56.0% |
| Admin fee / account holder | $25,495 | $9,750+161.5% | $8,391+203.8% | $13,402+90.2% |