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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 | $71,721 | $132,634-45.9% | $115,768-38.0% | $137,256-47.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 13.18% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,384 | $3,360-29.0% | $2,940-18.9% | $4,156-42.6% |
| Participant deferral / active EE | $2,201 | $5,619-60.8% | $4,917-55.2% | $6,407-65.6% |
| Admin fee / account holder | $710 | $15,028-95.3% | $12,439-94.3% | $12,270-94.2% |