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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 | $75,758 | $107,809-29.7% | $90,657-16.4% | $135,379-44.0% |
| Participation rate | 78.3% | 78.0%+0.2pp | 74.0%+4.2pp | 82.6%-4.4pp |
| Annual return | 11.00% | -0.90%+11.9pp | 1.89%+9.1pp | 519.79%-508.8pp |
| Employer contribution / active EE | $1,253 | $3,018-58.5% | $2,532-50.5% | $4,779-73.8% |
| Participant deferral / active EE | $2,810 | $3,872-27.4% | $3,424-17.9% | $5,609-49.9% |
| Admin fee / account holder | $3,562 | $5,931-39.9% | $4,994-28.7% | $10,828-67.1% |