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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 | $65,246 | $165,939-60.7% | $122,354-46.7% | $147,586-55.8% |
| Participation rate | 72.2% | 79.6%-7.4pp | 71.6%+0.6pp | 82.8%-10.6pp |
| Annual return | 7.69% | 34.56%-26.9pp | 30.28%-22.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $1,447 | $5,754-74.9% | $4,051-64.3% | $4,876-70.3% |
| Participant deferral / active EE | $3,337 | $4,005-16.7% | $3,287+1.5% | $5,439-38.6% |
| Admin fee / account holder | $1,805 | $7,425-75.7% | $5,479-67.1% | $10,886-83.4% |