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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 | $72,190 | $124,336-41.9% | $111,303-35.1% | $167,518-56.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 11.37% | 37.45%-26.1pp | 54.66%-43.3pp | 478.71%-467.3pp |
| Employer contribution / active EE | $1,781 | $3,436-48.2% | $2,731-34.8% | $4,838-63.2% |
| Participant deferral / active EE | $1,928 | $5,181-62.8% | $4,487-57.0% | $6,342-69.6% |
| Admin fee / account holder | $21,418 | $10,623+101.6% | $7,966+168.9% | $12,312+74.0% |