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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 | $61,690 | $117,895-47.7% | $102,460-39.8% | $145,897-57.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.86% | 31.92%-21.1pp | 29.47%-18.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,853 | $3,619-48.8% | $3,025-38.8% | $4,663-60.3% |
| Participant deferral / active EE | $3,697 | $5,736-35.5% | $5,056-26.9% | $6,689-44.7% |
| Admin fee / account holder | $34,909 | $13,353+161.4% | $9,460+269.0% | $13,390+160.7% |