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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 | $64,159 | $176,402-63.6% | $134,162-52.2% | $158,982-59.6% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 16.86% | 63.66%-46.8pp | 36.35%-19.5pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,293 | $5,042-74.4% | $3,705-65.1% | $4,763-72.9% |
| Participant deferral / active EE | $2,614 | $4,093-36.1% | $3,500-25.3% | $5,983-56.3% |
| Admin fee / account holder | $2,923 | $8,719-66.5% | $6,685-56.3% | $11,252-74.0% |