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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 | $65,786 | $176,402-62.7% | $134,162-51.0% | $158,982-58.6% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 11.01% | 63.66%-52.6pp | 36.35%-25.3pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,160 | $5,042-77.0% | $3,705-68.7% | $4,763-75.7% |
| Participant deferral / active EE | $2,666 | $4,093-34.9% | $3,500-23.8% | $5,983-55.4% |
| Admin fee / account holder | $1,692 | $8,719-80.6% | $6,685-74.7% | $11,252-85.0% |