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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 | $72,338 | $103,392-30.0% | $87,104-17.0% | $152,897-52.7% |
| Participation rate | 76.2% | 79.4%-3.2pp | 76.9%-0.7pp | 82.5%-6.3pp |
| Annual return | 20.15% | 28.10%-7.9pp | 28.19%-8.0pp | 345.43%-325.3pp |
| Employer contribution / active EE | $1,416 | $3,221-56.0% | $2,521-43.9% | $4,764-70.3% |
| Participant deferral / active EE | $2,036 | $4,778-57.4% | $4,048-49.7% | $5,851-65.2% |
| Admin fee / account holder | $11,863 | $12,194-2.7% | $7,491+58.4% | $11,599+2.3% |