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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 | $133,229 | $152,619-12.7% | $125,195+6.4% | $152,909-12.9% |
| Participation rate | 73.9% | 83.3%-9.4pp | 79.8%-5.9pp | 82.5%-8.5pp |
| Annual return | 18.64% | 54.85%-36.2pp | 43.79%-25.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,106 | $4,947-77.6% | $3,866-71.4% | $4,764-76.8% |
| Participant deferral / active EE | $2,966 | $5,869-49.5% | $4,937-39.9% | $5,851-49.3% |
| Admin fee / account holder | $1,537 | $13,437-88.6% | $9,704-84.2% | $11,601-86.8% |