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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 | $70,171 | $116,203-39.6% | $93,621-25.0% | $152,909-54.1% |
| Participation rate | 77.3% | 78.1%-0.8pp | 75.8%+1.4pp | 82.5%-5.2pp |
| Annual return | 16.59% | 35.96%-19.4pp | 32.76%-16.2pp | 345.46%-328.9pp |
| Employer contribution / active EE | $952 | $3,219-70.4% | $2,719-65.0% | $4,764-80.0% |
| Participant deferral / active EE | $4,005 | $4,605-13.0% | $4,070-1.6% | $5,851-31.6% |
| Admin fee / account holder | $2,787 | $10,751-74.1% | $7,890-64.7% | $11,601-76.0% |