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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 | $67,507 | $110,410-38.9% | $102,437-34.1% | $145,897-53.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.48% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,116 | $4,217-49.8% | $3,871-45.3% | $4,663-54.6% |
| Participant deferral / active EE | $4,040 | $5,622-28.1% | $5,060-20.2% | $6,689-39.6% |
| Admin fee / account holder | $4,434 | $9,745-54.5% | $8,388-47.1% | $13,390-66.9% |