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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 | $67,795 | $211,288-67.9% | $178,540-62.0% | $145,884-53.5% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 16.11% | 30.27%-14.2pp | 27.15%-11.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $784 | $4,574-82.9% | $3,953-80.2% | $4,662-83.2% |
| Participant deferral / active EE | $1,839 | $6,967-73.6% | $6,281-70.7% | $6,690-72.5% |
| Admin fee / account holder | $5,511 | $12,105-54.5% | $10,424-47.1% | $13,392-58.8% |