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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 | $110,337-38.8% | $102,383-34.1% | $145,877-53.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.48% | 24.83%-14.3pp | 24.94%-14.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,116 | $4,216-49.8% | $3,870-45.3% | $4,663-54.6% |
| Participant deferral / active EE | $4,040 | $5,621-28.1% | $5,060-20.2% | $6,691-39.6% |
| Admin fee / account holder | $4,434 | $9,750-54.5% | $8,391-47.2% | $13,402-66.9% |