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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 | $73,010 | $103,387-29.4% | $87,102-16.2% | $152,885-52.2% |
| Participation rate | 77.3% | 79.4%-2.1pp | 76.9%+0.4pp | 82.5%-5.2pp |
| Annual return | 21.19% | 28.10%-6.9pp | 28.19%-7.0pp | 345.39%-324.2pp |
| Employer contribution / active EE | $2,054 | $3,221-36.2% | $2,521-18.5% | $4,763-56.9% |
| Participant deferral / active EE | $2,496 | $4,778-47.8% | $4,048-38.3% | $5,851-57.3% |
| Admin fee / account holder | $872 | $12,193-92.8% | $7,491-88.4% | $11,598-92.5% |