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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 | $65,808 | $116,203-43.4% | $93,621-29.7% | $152,897-57.0% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.8%-2.2pp | 82.5%-8.8pp |
| Annual return | 21.74% | 35.96%-14.2pp | 32.76%-11.0pp | 345.43%-323.7pp |
| Employer contribution / active EE | $677 | $3,219-79.0% | $2,719-75.1% | $4,764-85.8% |
| Participant deferral / active EE | $1,623 | $4,605-64.8% | $4,070-60.1% | $5,851-72.3% |
| Admin fee / account holder | $494 | $10,751-95.4% | $7,890-93.7% | $11,599-95.7% |