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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 | $69,820 | $106,280-34.3% | $96,538-27.7% | $139,487-49.9% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 16.93% | 38.48%-21.6pp | 35.74%-18.8pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,792 | $4,107-56.4% | $3,740-52.1% | $4,755-62.3% |
| Participant deferral / active EE | $4,377 | $5,457-19.8% | $4,880-10.3% | $6,713-34.8% |
| Admin fee / account holder | $6,645 | $7,888-15.8% | $6,737-1.4% | $11,407-41.7% |