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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 | $61,833 | $116,203-46.8% | $93,621-34.0% | $152,897-59.6% |
| Participation rate | 72.7% | 78.1%-5.3pp | 75.8%-3.1pp | 82.5%-9.7pp |
| Annual return | 18.65% | 35.96%-17.3pp | 32.76%-14.1pp | 345.43%-326.8pp |
| Employer contribution / active EE | $1,462 | $3,219-54.6% | $2,719-46.2% | $4,764-69.3% |
| Participant deferral / active EE | $3,053 | $4,605-33.7% | $4,070-25.0% | $5,851-47.8% |
| Admin fee / account holder | $1,786 | $10,751-83.4% | $7,890-77.4% | $11,599-84.6% |