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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 | $57,589 | $86,298-33.3% | $111,308-48.3% | $85,847-32.9% |
| Participation rate | 71.1% | 73.3%-2.3pp | 77.3%-6.3pp | 69.3%+1.7pp |
| Annual return | 22.20% | 19.99%+2.2pp | 54.67%-32.5pp | 318.61%-296.4pp |
| Employer contribution / active EE | $1,968 | $2,044-3.7% | $2,732-28.0% | $2,565-23.3% |
| Participant deferral / active EE | $3,444 | $3,641-5.4% | $4,487-23.2% | $3,952-12.9% |
| Admin fee / account holder | $1,318 | $8,189-83.9% | $7,965-83.4% | $6,261-78.9% |