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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 | $69,466 | $109,908-36.8% | $97,161-28.5% | $145,978-52.4% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 26.57% | 243.80%-217.2pp | 75.36%-48.8pp | 550.52%-523.9pp |
| Employer contribution / active EE | $973 | $3,077-68.4% | $2,723-64.3% | $4,662-79.1% |
| Participant deferral / active EE | $2,537 | $4,679-45.8% | $4,265-40.5% | $6,690-62.1% |
| Admin fee / account holder | $3,530 | $6,213-43.2% | $5,647-37.5% | $13,400-73.7% |