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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 | $61,283 | $98,776-38.0% | $149,745-59.1% | $79,856-23.3% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.1pp |
| Annual return | 12.86% | 27.38%-14.5pp | 276.72%-263.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,326 | $3,217-58.8% | $4,646-71.5% | $2,471-46.3% |
| Participant deferral / active EE | $2,911 | $5,681-48.8% | $6,843-57.5% | $3,741-22.2% |
| Admin fee / account holder | $2,335 | $6,053-61.4% | $9,312-74.9% | $5,306-56.0% |