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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 | $77,030 | $91,559-15.9% | $133,971-42.5% | $79,852-3.5% |
| Participation rate | 82.9% | 73.3%+9.6pp | 79.8%+3.1pp | 69.6%+13.3pp |
| Annual return | 11.26% | 61.85%-50.6pp | 45.09%-33.8pp | 31.72%-20.5pp |
| Employer contribution / active EE | $572 | $2,384-76.0% | $3,919-85.4% | $2,471-76.9% |
| Participant deferral / active EE | $2,860 | $3,734-23.4% | $5,047-43.3% | $3,740-23.5% |
| Admin fee / account holder | $2,864 | $6,321-54.7% | $8,929-67.9% | $5,306-46.0% |