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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 | $72,143 | $117,829-38.8% | $102,423-29.6% | $145,877-50.5% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 15.69% | 31.83%-16.1pp | 29.42%-13.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,034 | $3,615-43.7% | $3,023-32.7% | $4,663-56.4% |
| Participant deferral / active EE | $3,979 | $5,732-30.6% | $5,054-21.3% | $6,691-40.5% |
| Admin fee / account holder | $3,421 | $13,335-74.3% | $9,455-63.8% | $13,402-74.5% |