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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 | $77,220 | $110,337-30.0% | $102,383-24.6% | $145,877-47.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.58% | 24.83%-12.3pp | 24.94%-12.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,073 | $4,216-50.8% | $3,870-46.5% | $4,663-55.6% |
| Participant deferral / active EE | $4,008 | $5,621-28.7% | $5,060-20.8% | $6,691-40.1% |
| Admin fee / account holder | $708 | $9,750-92.7% | $8,391-91.6% | $13,402-94.7% |