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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 | $55,483 | $86,298-35.7% | $111,308-50.2% | $85,847-35.4% |
| Participation rate | 79.7% | 73.3%+6.4pp | 77.3%+2.4pp | 69.3%+10.4pp |
| Annual return | 12.13% | 19.99%-7.9pp | 54.67%-42.5pp | 318.61%-306.5pp |
| Employer contribution / active EE | $656 | $2,044-67.9% | $2,732-76.0% | $2,565-74.4% |
| Participant deferral / active EE | $2,137 | $3,641-41.3% | $4,487-52.4% | $3,952-45.9% |
| Admin fee / account holder | $2,963 | $8,189-63.8% | $7,965-62.8% | $6,261-52.7% |