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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 | $97,151 | $117,895-17.6% | $102,460-5.2% | $145,897-33.4% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 10.29% | 31.92%-21.6pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,077 | $3,619-42.6% | $3,025-31.3% | $4,663-55.5% |
| Participant deferral / active EE | $4,580 | $5,736-20.2% | $5,056-9.4% | $6,689-31.5% |
| Admin fee / account holder | $9,203 | $13,353-31.1% | $9,460-2.7% | $13,390-31.3% |