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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 | $70,169 | $87,225-19.6% | $158,226-55.7% | $94,015-25.4% |
| Participation rate | 78.9% | 67.9%+11.0pp | 74.8%+4.1pp | 70.8%+8.1pp |
| Annual return | 12.31% | 16.34%-4.0pp | 501.41%-489.1pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,407 | $2,217-36.5% | $2,986-52.9% | $2,790-49.6% |
| Participant deferral / active EE | $2,999 | $3,405-11.9% | $4,317-30.5% | $4,249-29.4% |
| Admin fee / account holder | $3,202 | $7,888-59.4% | $10,217-68.7% | $8,951-64.2% |