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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 | $81,299 | $110,379-26.3% | $102,412-20.6% | $145,884-44.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 17.30% | 24.84%-7.5pp | 24.94%-7.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,549 | $4,216-63.3% | $3,870-60.0% | $4,662-66.8% |
| Participant deferral / active EE | $3,422 | $5,622-39.1% | $5,060-32.4% | $6,690-48.8% |
| Admin fee / account holder | $5,461 | $9,745-44.0% | $8,388-34.9% | $13,392-59.2% |