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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 | $78,088 | $100,139-22.0% | $85,187-8.3% | $145,884-46.5% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 15.49% | 84.15%-68.7pp | 66.67%-51.2pp | 551.85%-536.4pp |
| Employer contribution / active EE | $786 | $3,238-75.7% | $2,732-71.2% | $4,662-83.1% |
| Participant deferral / active EE | $1,709 | $5,296-67.7% | $4,525-62.2% | $6,690-74.5% |
| Admin fee / account holder | $5,974 | $7,262-17.7% | $6,162-3.0% | $13,392-55.4% |