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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 | $77,319 | $97,289-20.5% | $92,805-16.7% | $155,188-50.2% |
| Participation rate | 70.0% | 84.2%-14.2pp | 83.5%-13.5pp | 80.8%-10.8pp |
| Annual return | 15.30% | 29.03%-13.7pp | 31.59%-16.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,707 | $3,632-53.0% | $3,424-50.2% | $4,248-59.8% |
| Participant deferral / active EE | $5,697 | $8,795-35.2% | $8,448-32.6% | $6,531-12.8% |
| Admin fee / account holder | $6,646 | $12,015-44.7% | $10,911-39.1% | $14,480-54.1% |