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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 | $71,962 | $91,167-21.1% | $178,498-59.7% | $79,858-9.9% |
| Participation rate | 70.8% | 69.2%+1.6pp | 81.9%-11.1pp | 69.6%+1.2pp |
| Annual return | 18.37% | 24.19%-5.8pp | 151.09%-132.7pp | 31.72%-13.4pp |
| Employer contribution / active EE | $855 | $3,255-73.8% | $5,011-82.9% | $2,471-65.4% |
| Participant deferral / active EE | $1,218 | $3,236-62.4% | $5,202-76.6% | $3,740-67.4% |
| Admin fee / account holder | $3,909 | $6,747-42.1% | $13,985-72.0% | $5,306-26.3% |