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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 | $68,395 | $100,073-31.7% | $85,126-19.7% | $145,877-53.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 20.74% | 84.11%-63.4pp | 66.63%-45.9pp | 551.28%-530.5pp |
| Employer contribution / active EE | $1,814 | $3,236-44.0% | $2,731-33.6% | $4,663-61.1% |
| Participant deferral / active EE | $3,702 | $5,294-30.1% | $4,523-18.2% | $6,691-44.7% |
| Admin fee / account holder | $663 | $7,261-90.9% | $6,160-89.2% | $13,402-95.1% |