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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 | $54,265 | $116,203-53.3% | $93,621-42.0% | $152,909-64.5% |
| Participation rate | 85.7% | 78.1%+7.7pp | 75.8%+9.9pp | 82.5%+3.3pp |
| Annual return | 16.19% | 35.96%-19.8pp | 32.76%-16.6pp | 345.46%-329.3pp |
| Employer contribution / active EE | $1,202 | $3,219-62.6% | $2,719-55.8% | $4,764-74.8% |
| Participant deferral / active EE | $3,150 | $4,605-31.6% | $4,070-22.6% | $5,851-46.2% |
| Admin fee / account holder | $18,824 | $10,751+75.1% | $7,890+138.6% | $11,601+62.3% |