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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 | $78,668 | $103,392-23.9% | $87,104-9.7% | $152,897-48.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 16.03% | 28.10%-12.1pp | 28.19%-12.2pp | 345.43%-329.4pp |
| Employer contribution / active EE | $1,085 | $3,221-66.3% | $2,521-57.0% | $4,764-77.2% |
| Participant deferral / active EE | $3,854 | $4,778-19.3% | $4,048-4.8% | $5,851-34.1% |
| Admin fee / account holder | $15,780 | $12,194+29.4% | $7,491+110.7% | $11,599+36.0% |