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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 | $78,149 | $117,846-33.7% | $102,434-23.7% | $145,884-46.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.39% | 31.90%-21.5pp | 29.46%-19.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,686 | $3,615-53.4% | $3,023-44.2% | $4,662-63.8% |
| Participant deferral / active EE | $2,807 | $5,733-51.0% | $5,055-44.5% | $6,690-58.0% |
| Admin fee / account holder | $2,259 | $13,356-83.1% | $9,462-76.1% | $13,392-83.1% |