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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 | $71,320 | $117,829-39.5% | $102,423-30.4% | $145,877-51.1% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 11.87% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $977 | $3,615-73.0% | $3,023-67.7% | $4,663-79.0% |
| Participant deferral / active EE | $3,100 | $5,732-45.9% | $5,054-38.7% | $6,691-53.7% |
| Admin fee / account holder | $986 | $13,335-92.6% | $9,455-89.6% | $13,402-92.6% |