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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 | $117,829-17.5% | $102,423-5.1% | $145,877-33.4% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 10.29% | 31.83%-21.5pp | 29.42%-19.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,077 | $3,615-42.5% | $3,023-31.3% | $4,663-55.5% |
| Participant deferral / active EE | $4,580 | $5,732-20.1% | $5,054-9.4% | $6,691-31.5% |
| Admin fee / account holder | $9,203 | $13,335-31.0% | $9,455-2.7% | $13,402-31.3% |