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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 | $110,060 | $157,829-30.3% | $136,867-19.6% | $198,609-44.6% |
| Participation rate | 76.5% | 77.2%-0.7pp | 74.5%+1.9pp | 82.4%-5.9pp |
| Annual return | 10.81% | 51.25%-40.4pp | 42.97%-32.2pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,531 | $3,923-61.0% | $3,547-56.8% | $5,055-69.7% |
| Participant deferral / active EE | $3,278 | $5,463-40.0% | $4,924-33.4% | $6,977-53.0% |
| Admin fee / account holder | $1,756 | $11,107-84.2% | $10,340-83.0% | $19,030-90.8% |