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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 | $61,506 | $117,829-47.8% | $102,423-39.9% | $145,877-57.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.44% | 31.83%-17.4pp | 29.42%-15.0pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,284 | $3,615-64.5% | $3,023-57.5% | $4,663-72.5% |
| Participant deferral / active EE | $3,374 | $5,732-41.1% | $5,054-33.2% | $6,691-49.6% |
| Admin fee / account holder | $3,111 | $13,335-76.7% | $9,455-67.1% | $13,402-76.8% |