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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 | $117,781 | $91,198+29.1% | $178,503-34.0% | $79,856+47.5% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 13.22% | 24.20%-11.0pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $986 | $3,257-69.7% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $3,009 | $3,237-7.0% | $5,202-42.2% | $3,741-19.6% |
| Admin fee / account holder | $1,473 | $6,748-78.2% | $13,987-89.5% | $5,306-72.2% |