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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 | $82,678 | $116,203-28.9% | $93,621-11.7% | $152,897-45.9% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.8%+13.6pp | 82.5%+7.0pp |
| Annual return | 21.03% | 35.96%-14.9pp | 32.76%-11.7pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,232 | $3,219-61.7% | $2,719-54.7% | $4,764-74.1% |
| Participant deferral / active EE | $2,824 | $4,605-38.7% | $4,070-30.6% | $5,851-51.7% |
| Admin fee / account holder | $2,322 | $10,751-78.4% | $7,890-70.6% | $11,599-80.0% |