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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 | $69,265 | $100,911-31.4% | $90,440-23.4% | $158,966-56.4% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 12.02% | 1726.62%-1714.6pp | 1294.38%-1282.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $636 | $3,690-82.8% | $3,263-80.5% | $4,762-86.6% |
| Participant deferral / active EE | $1,962 | $4,348-54.9% | $3,964-50.5% | $5,983-67.2% |
| Admin fee / account holder | $11,146 | $6,507+71.3% | $5,615+98.5% | $11,250-0.9% |