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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 | $63,936 | $100,262-36.2% | $81,370-21.4% | $145,897-56.2% |
| Participation rate | 78.9% | 74.3%+4.7pp | 69.5%+9.4pp | 80.3%-1.4pp |
| Annual return | 8.86% | 34.52%-25.7pp | 24.85%-16.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,358 | $2,979-54.4% | $2,464-44.9% | $4,663-70.9% |
| Participant deferral / active EE | $2,859 | $4,612-38.0% | $3,885-26.4% | $6,689-57.3% |
| Admin fee / account holder | $31,709 | $8,163+288.4% | $5,749+451.5% | $13,390+136.8% |