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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 | $74,903 | $116,203-35.5% | $93,621-20.0% | $152,897-51.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 23.80% | 35.96%-12.2pp | 32.76%-9.0pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,459 | $3,219-54.7% | $2,719-46.3% | $4,764-69.4% |
| Participant deferral / active EE | $2,100 | $4,605-54.4% | $4,070-48.4% | $5,851-64.1% |
| Admin fee / account holder | $1,537 | $10,751-85.7% | $7,890-80.5% | $11,599-86.7% |