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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 | $57,638 | $100,901-42.9% | $75,501-23.7% | $147,586-60.9% |
| Participation rate | 71.4% | 77.1%-5.7pp | 72.4%-0.9pp | 82.8%-11.4pp |
| Annual return | 13.80% | 35.78%-22.0pp | 27.35%-13.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,266 | $3,253-61.1% | $2,352-46.1% | $4,876-74.0% |
| Participant deferral / active EE | $1,868 | $4,027-53.6% | $3,142-40.6% | $5,439-65.7% |
| Admin fee / account holder | $3,745 | $11,285-66.8% | $5,801-35.4% | $10,886-65.6% |