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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 | $77,007 | $78,690-2.1% | $161,489-52.3% | $87,485-12.0% |
| Participation rate | 80.3% | 67.5%+12.9pp | 78.7%+1.6pp | 68.9%+11.4pp |
| Annual return | 17.17% | 32.74%-15.6pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $550 | $2,588-78.8% | $4,268-87.1% | $2,596-78.8% |
| Participant deferral / active EE | $2,927 | $3,311-11.6% | $5,630-48.0% | $4,274-31.5% |
| Admin fee / account holder | $2,637 | $6,724-60.8% | $16,006-83.5% | $7,775-66.1% |