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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 | $77,196 | $106,280-27.4% | $96,538-20.0% | $139,487-44.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 14.21% | 38.48%-24.3pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,619 | $4,107-60.6% | $3,740-56.7% | $4,755-66.0% |
| Participant deferral / active EE | $4,074 | $5,457-25.3% | $4,880-16.5% | $6,713-39.3% |
| Admin fee / account holder | $376 | $7,888-95.2% | $6,737-94.4% | $11,407-96.7% |