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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 | $61,106 | $112,729-45.8% | $98,716-38.1% | $137,256-55.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 13.80% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,052 | $2,725-61.4% | $2,279-53.8% | $4,156-74.7% |
| Participant deferral / active EE | $3,291 | $4,640-29.1% | $4,048-18.7% | $6,407-48.6% |
| Admin fee / account holder | $6,860 | $10,129-32.3% | $8,703-21.2% | $12,270-44.1% |