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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 | $74,937 | $99,994-25.1% | $146,647-48.9% | $85,851-12.7% |
| Participation rate | 82.1% | 73.1%+9.1pp | 80.1%+2.1pp | 69.3%+12.8pp |
| Annual return | 11.62% | 18.93%-7.3pp | 22.75%-11.1pp | 318.63%-307.0pp |
| Employer contribution / active EE | $1,336 | $2,559-47.8% | $4,137-67.7% | $2,565-47.9% |
| Participant deferral / active EE | $3,391 | $4,006-15.4% | $5,506-38.4% | $3,952-14.2% |
| Admin fee / account holder | $6,667 | $7,703-13.4% | $10,281-35.1% | $6,261+6.5% |