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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 | $82,572 | $110,410-25.2% | $102,437-19.4% | $145,897-43.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 17.69% | 24.85%-7.2pp | 24.95%-7.3pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,787 | $4,217-57.6% | $3,871-53.8% | $4,663-61.7% |
| Participant deferral / active EE | $2,840 | $5,622-49.5% | $5,060-43.9% | $6,689-57.5% |
| Admin fee / account holder | $1,443 | $9,745-85.2% | $8,388-82.8% | $13,390-89.2% |