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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 | $72,068 | $98,776-27.0% | $149,745-51.9% | $79,856-9.8% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+13.0pp |
| Annual return | 13.59% | 27.38%-13.8pp | 276.72%-263.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,649 | $3,217-48.7% | $4,646-64.5% | $2,471-33.3% |
| Participant deferral / active EE | $5,338 | $5,681-6.0% | $6,843-22.0% | $3,741+42.7% |
| Admin fee / account holder | $2,949 | $6,053-51.3% | $9,312-68.3% | $5,306-44.4% |