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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 | $76,687 | $78,682-2.5% | $109,188-29.8% | $85,851-10.7% |
| Participation rate | 82.4% | 68.3%+14.1pp | 75.9%+6.5pp | 69.3%+13.0pp |
| Annual return | 16.69% | 25.09%-8.4pp | 25.76%-9.1pp | 318.63%-301.9pp |
| Employer contribution / active EE | $1,237 | $2,734-54.7% | $3,723-66.8% | $2,565-51.8% |
| Participant deferral / active EE | $2,366 | $3,468-31.8% | $4,654-49.2% | $3,952-40.1% |
| Admin fee / account holder | $2,825 | $5,470-48.4% | $6,755-58.2% | $6,261-54.9% |