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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 | $74,535 | $118,877-37.3% | $96,570-22.8% | $167,536-55.5% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 13.56% | 50.50%-36.9pp | 37.79%-24.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $497 | $3,121-84.1% | $2,357-78.9% | $4,839-89.7% |
| Participant deferral / active EE | $5,340 | $4,617+15.7% | $3,849+38.7% | $6,342-15.8% |
| Admin fee / account holder | $3,203 | $8,069-60.3% | $6,182-48.2% | $12,315-74.0% |