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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 | $73,624 | $124,351-40.8% | $109,188-32.6% | $167,553-56.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 17.21% | 26.04%-8.8pp | 25.76%-8.5pp | 478.89%-461.7pp |
| Employer contribution / active EE | $800 | $4,210-81.0% | $3,723-78.5% | $4,840-83.5% |
| Participant deferral / active EE | $6,223 | $5,257+18.4% | $4,654+33.7% | $6,343-1.9% |
| Admin fee / account holder | $2,099 | $7,975-73.7% | $6,755-68.9% | $12,316-83.0% |