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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 | $78,223 | $113,338-31.0% | $94,993-17.7% | $147,586-47.0% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 12.18% | 20.80%-8.6pp | 27.14%-15.0pp | 578.59%-566.4pp |
| Employer contribution / active EE | $738 | $3,160-76.6% | $2,603-71.6% | $4,876-84.9% |
| Participant deferral / active EE | $877 | $3,777-76.8% | $3,317-73.6% | $5,439-83.9% |
| Admin fee / account holder | $7,009 | $6,063+15.6% | $4,960+41.3% | $10,886-35.6% |