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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 | $117,829-47.6% | $102,423-39.8% | $145,877-57.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.86% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,853 | $3,615-48.7% | $3,023-38.7% | $4,663-60.3% |
| Participant deferral / active EE | $3,697 | $5,732-35.5% | $5,054-26.8% | $6,691-44.7% |
| Admin fee / account holder | $34,909 | $13,335+161.8% | $9,455+269.2% | $13,402+160.5% |