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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 | $68,401 | $111,535-38.7% | $105,223-35.0% | $137,256-50.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 16.25% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,898 | $3,939-51.8% | $3,689-48.5% | $4,156-54.3% |
| Participant deferral / active EE | $3,729 | $5,500-32.2% | $5,072-26.5% | $6,407-41.8% |
| Admin fee / account holder | $23,125 | $9,721+137.9% | $8,859+161.0% | $12,270+88.5% |