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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 | $90,886 | $110,410-17.7% | $102,437-11.3% | $145,897-37.7% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.6pp |
| Annual return | 11.33% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,110 | $4,217-73.7% | $3,871-71.3% | $4,663-76.2% |
| Participant deferral / active EE | $3,049 | $5,622-45.8% | $5,060-39.7% | $6,689-54.4% |
| Admin fee / account holder | $5,350 | $9,745-45.1% | $8,388-36.2% | $13,390-60.0% |