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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 | $72,012 | $103,392-30.4% | $87,104-17.3% | $152,897-52.9% |
| Participation rate | 70.8% | 79.4%-8.5pp | 76.9%-6.0pp | 82.5%-11.6pp |
| Annual return | 15.75% | 28.10%-12.4pp | 28.19%-12.4pp | 345.43%-329.7pp |
| Employer contribution / active EE | $2,057 | $3,221-36.1% | $2,521-18.4% | $4,764-56.8% |
| Participant deferral / active EE | $2,443 | $4,778-48.9% | $4,048-39.7% | $5,851-58.2% |
| Admin fee / account holder | $11,969 | $12,194-1.8% | $7,491+59.8% | $11,599+3.2% |