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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 | $152,587-12.7% | $125,175+6.4% | $152,870-12.8% |
| Participation rate | 73.9% | 83.3%-9.4pp | 79.8%-5.9pp | 82.4%-8.5pp |
| Annual return | 18.64% | 54.84%-36.2pp | 43.79%-25.1pp | 345.34%-326.7pp |
| Employer contribution / active EE | $1,106 | $4,946-77.6% | $3,865-71.4% | $4,763-76.8% |
| Participant deferral / active EE | $2,966 | $5,868-49.5% | $4,937-39.9% | $5,850-49.3% |
| Admin fee / account holder | $1,537 | $13,434-88.6% | $9,702-84.2% | $11,597-86.7% |