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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 | $67,205 | $86,288-22.1% | $111,306-39.6% | $85,851-21.7% |
| Participation rate | 71.1% | 73.3%-2.3pp | 77.3%-6.3pp | 69.3%+1.7pp |
| Annual return | 14.01% | 19.99%-6.0pp | 54.67%-40.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $1,242 | $2,044-39.2% | $2,732-54.5% | $2,565-51.6% |
| Participant deferral / active EE | $2,408 | $3,641-33.9% | $4,488-46.3% | $3,952-39.1% |
| Admin fee / account holder | $18,951 | $8,189+131.4% | $7,966+137.9% | $6,261+202.7% |