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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 | $55,970 | $147,556-62.1% | $129,031-56.6% | $198,609-71.8% |
| Participation rate | 85.7% | 77.2%+8.5pp | 73.4%+12.4pp | 82.4%+3.3pp |
| Annual return | 14.56% | 37.41%-22.8pp | 34.67%-20.1pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,269 | $3,645-65.2% | $3,226-60.7% | $5,055-74.9% |
| Participant deferral / active EE | $3,903 | $5,760-32.2% | $5,217-25.2% | $6,977-44.1% |
| Admin fee / account holder | $3,705 | $15,467-76.0% | $13,208-71.9% | $19,030-80.5% |