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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 | $83,268 | $108,882-23.5% | $96,754-13.9% | $154,746-46.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 10.52% | 98.39%-87.9pp | 82.04%-71.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $661 | $3,018-78.1% | $2,679-75.3% | $4,379-84.9% |
| Participant deferral / active EE | $1,513 | $5,323-71.6% | $4,758-68.2% | $6,730-77.5% |
| Admin fee / account holder | $6,330 | $10,200-37.9% | $8,905-28.9% | $14,365-55.9% |