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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 | $69,113 | $100,139-31.0% | $85,187-18.9% | $145,884-52.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 12.81% | 84.15%-71.3pp | 66.67%-53.9pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,561 | $3,238-51.8% | $2,732-42.9% | $4,662-66.5% |
| Participant deferral / active EE | $3,582 | $5,296-32.4% | $4,525-20.8% | $6,690-46.5% |
| Admin fee / account holder | $3,351 | $7,262-53.9% | $6,162-45.6% | $13,392-75.0% |