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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 | $78,178 | $103,392-24.4% | $87,104-10.2% | $152,897-48.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 21.33% | 28.10%-6.8pp | 28.19%-6.9pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,014 | $3,221-37.5% | $2,521-20.1% | $4,764-57.7% |
| Participant deferral / active EE | $2,901 | $4,778-39.3% | $4,048-28.3% | $5,851-50.4% |
| Admin fee / account holder | $456 | $12,194-96.3% | $7,491-93.9% | $11,599-96.1% |