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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 | $71,008 | $103,038-31.1% | $90,324-21.4% | $152,909-53.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 22.03% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $864 | $3,141-72.5% | $2,856-69.8% | $4,764-81.9% |
| Participant deferral / active EE | $4,335 | $4,282+1.2% | $3,885+11.6% | $5,851-25.9% |
| Admin fee / account holder | $738 | $6,177-88.1% | $5,356-86.2% | $11,601-93.6% |