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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 | $77,522 | $118,695-34.7% | $98,916-21.6% | $158,950-51.2% |
| Participation rate | 76.2% | 77.8%-1.6pp | 76.0%+0.2pp | 82.0%-5.8pp |
| Annual return | 14.73% | 372.39%-357.7pp | 196.45%-181.7pp | 302.91%-288.2pp |
| Employer contribution / active EE | $1,630 | $3,333-51.1% | $2,689-39.4% | $4,762-65.8% |
| Participant deferral / active EE | $4,070 | $5,088-20.0% | $4,245-4.1% | $5,983-32.0% |
| Admin fee / account holder | $1,539 | $10,132-84.8% | $6,642-76.8% | $11,248-86.3% |