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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 | $67,270 | $117,433-42.7% | $99,475-32.4% | $152,897-56.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 19.01% | 31.87%-12.9pp | 30.72%-11.7pp | 345.43%-326.4pp |
| Employer contribution / active EE | $896 | $3,013-70.3% | $2,540-64.7% | $4,764-81.2% |
| Participant deferral / active EE | $2,340 | $4,086-42.7% | $3,619-35.3% | $5,851-60.0% |
| Admin fee / account holder | $3,239 | $7,634-57.6% | $6,252-48.2% | $11,599-72.1% |