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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 | $58,644 | $182,442-67.9% | $163,379-64.1% | $138,895-57.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 19.72% | 72.74%-53.0pp | 63.41%-43.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,300 | $4,159-68.8% | $3,752-65.4% | $4,194-69.0% |
| Participant deferral / active EE | $3,581 | $6,817-47.5% | $6,282-43.0% | $6,396-44.0% |
| Admin fee / account holder | $3,424 | $10,396-67.1% | $9,818-65.1% | $12,562-72.7% |