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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 | $71,018 | $117,829-39.7% | $102,423-30.7% | $145,877-51.3% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.22% | 31.83%-21.6pp | 29.42%-19.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,226 | $3,615-66.1% | $3,023-59.5% | $4,663-73.7% |
| Participant deferral / active EE | $4,949 | $5,732-13.7% | $5,054-2.1% | $6,691-26.0% |
| Admin fee / account holder | $27,084 | $13,335+103.1% | $9,455+186.5% | $13,402+102.1% |