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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 | $70,991 | $78,682-9.8% | $109,188-35.0% | $85,851-17.3% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 14.40% | 25.09%-10.7pp | 25.76%-11.4pp | 318.63%-304.2pp |
| Employer contribution / active EE | $1,311 | $2,734-52.1% | $3,723-64.8% | $2,565-48.9% |
| Participant deferral / active EE | $1,752 | $3,468-49.5% | $4,654-62.4% | $3,952-55.7% |
| Admin fee / account holder | $1,690 | $5,470-69.1% | $6,755-75.0% | $6,261-73.0% |