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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 | $68,678 | $177,595-61.3% | $148,496-53.8% | $198,609-65.4% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.0%+0.1pp | 82.4%-6.2pp |
| Annual return | 14.27% | 9.97%+4.3pp | 12.33%+1.9pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,922 | $4,098-53.1% | $3,497-45.1% | $5,055-62.0% |
| Participant deferral / active EE | $3,118 | $5,539-43.7% | $4,808-35.2% | $6,977-55.3% |
| Admin fee / account holder | $9,271 | $27,010-65.7% | $19,547-52.6% | $19,030-51.3% |