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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 | $65,498 | $105,960-38.2% | $81,726-19.9% | $158,982-58.8% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.7pp |
| Annual return | 10.01% | 38.19%-28.2pp | 29.49%-19.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $1,772 | $7,805-77.3% | $4,311-58.9% | $4,763-62.8% |
| Participant deferral / active EE | $3,321 | $13,011-74.5% | $7,108-53.3% | $5,983-44.5% |
| Admin fee / account holder | $19,342 | $8,494+127.7% | $5,160+274.8% | $11,252+71.9% |