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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 | $74,442 | $118,695-37.3% | $98,916-24.7% | $158,950-53.2% |
| Participation rate | 73.7% | 77.8%-4.1pp | 76.0%-2.3pp | 82.0%-8.3pp |
| Annual return | 8.99% | 372.39%-363.4pp | 196.45%-187.5pp | 302.91%-293.9pp |
| Employer contribution / active EE | $741 | $3,333-77.8% | $2,689-72.5% | $4,762-84.4% |
| Participant deferral / active EE | $1,931 | $5,088-62.1% | $4,245-54.5% | $5,983-67.7% |
| Admin fee / account holder | $1,478 | $10,132-85.4% | $6,642-77.7% | $11,248-86.9% |