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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 | $46,713 | $86,298-45.9% | $111,308-58.0% | $85,847-45.6% |
| Participation rate | 78.8% | 73.3%+5.5pp | 77.3%+1.5pp | 69.3%+9.5pp |
| Annual return | 12.24% | 19.99%-7.7pp | 54.67%-42.4pp | 318.61%-306.4pp |
| Employer contribution / active EE | $1,192 | $2,044-41.7% | $2,732-56.4% | $2,565-53.5% |
| Participant deferral / active EE | $3,178 | $3,641-12.7% | $4,487-29.2% | $3,952-19.6% |
| Admin fee / account holder | $5,485 | $8,189-33.0% | $7,965-31.1% | $6,261-12.4% |