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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 | $61,280 | $99,053-38.1% | $88,179-30.5% | $138,895-55.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.1%+3.6pp | 79.9%-7.2pp |
| Annual return | 16.26% | 78.17%-61.9pp | 64.97%-48.7pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,315 | $2,882-54.4% | $2,549-48.4% | $4,194-68.6% |
| Participant deferral / active EE | $3,311 | $5,225-36.6% | $4,614-28.2% | $6,396-48.2% |
| Admin fee / account holder | $414 | $8,748-95.3% | $7,673-94.6% | $12,562-96.7% |