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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 | $57,767 | $93,346-38.1% | $71,796-19.5% | $273,972-78.9% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.1%+15.1pp | 83.0%+1.2pp |
| Annual return | 7.10% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,121 | $2,733-59.0% | $1,924-41.7% | $4,869-77.0% |
| Participant deferral / active EE | $1,822 | $3,475-47.6% | $2,794-34.8% | $5,287-65.5% |
| Admin fee / account holder | $2,777 | $6,571-57.7% | $4,815-42.3% | $10,133-72.6% |