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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 | $64,405 | $77,419-16.8% | $69,461-7.3% | $152,885-57.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 16.57% | 39.07%-22.5pp | 28.97%-12.4pp | 345.39%-328.8pp |
| Employer contribution / active EE | $706 | $3,315-78.7% | $2,779-74.6% | $4,763-85.2% |
| Participant deferral / active EE | $1,473 | $4,414-66.6% | $3,536-58.3% | $5,851-74.8% |
| Admin fee / account holder | $21,675 | $6,207+249.2% | $3,840+464.5% | $11,598+86.9% |