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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 | $79,860 | $106,280-24.9% | $96,538-17.3% | $139,487-42.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 17.28% | 38.48%-21.2pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,537 | $4,107-62.6% | $3,740-58.9% | $4,755-67.7% |
| Participant deferral / active EE | $3,852 | $5,457-29.4% | $4,880-21.1% | $6,713-42.6% |
| Admin fee / account holder | $1,311 | $7,888-83.4% | $6,737-80.5% | $11,407-88.5% |