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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 | $61,964 | $124,346-50.2% | $111,306-44.3% | $167,553-63.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 10.62% | 37.46%-26.8pp | 54.67%-44.0pp | 478.89%-468.3pp |
| Employer contribution / active EE | $2,200 | $3,438-36.0% | $2,732-19.5% | $4,840-54.5% |
| Participant deferral / active EE | $4,260 | $5,182-17.8% | $4,488-5.1% | $6,343-32.8% |
| Admin fee / account holder | $1,730 | $10,623-83.7% | $7,966-78.3% | $12,316-85.9% |