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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 | $72,977 | $111,535-34.6% | $105,223-30.6% | $137,256-46.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.03% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,584 | $3,939-59.8% | $3,689-57.1% | $4,156-61.9% |
| Participant deferral / active EE | $6,616 | $5,500+20.3% | $5,072+30.4% | $6,407+3.3% |
| Admin fee / account holder | $1,587 | $9,721-83.7% | $8,859-82.1% | $12,270-87.1% |