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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 | $74,954 | $86,288-13.1% | $111,306-32.7% | $85,851-12.7% |
| Participation rate | 87.2% | 73.3%+13.9pp | 77.3%+9.9pp | 69.3%+17.9pp |
| Annual return | 12.30% | 19.99%-7.7pp | 54.67%-42.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | $998 | $2,044-51.2% | $2,732-63.5% | $2,565-61.1% |
| Participant deferral / active EE | $2,563 | $3,641-29.6% | $4,488-42.9% | $3,952-35.1% |
| Admin fee / account holder | $3,939 | $8,189-51.9% | $7,966-50.6% | $6,261-37.1% |