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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 | $60,831 | $93,346-34.8% | $71,796-15.3% | $273,972-77.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 3.63% | 130.39%-126.8pp | 78.04%-74.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $369 | $2,733-86.5% | $1,924-80.8% | $4,869-92.4% |
| Participant deferral / active EE | $2,197 | $3,475-36.8% | $2,794-21.4% | $5,287-58.4% |
| Admin fee / account holder | $3,178 | $6,571-51.6% | $4,815-34.0% | $10,133-68.6% |