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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 | $102,609-24.6% | $98,090-21.2% | $138,895-44.3% |
| Participation rate | 70.0% | 82.8%-12.8pp | 81.5%-11.5pp | 79.9%-9.9pp |
| Annual return | 15.30% | 36.44%-21.1pp | 37.05%-21.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,707 | $3,867-55.9% | $3,606-52.7% | $4,194-59.3% |
| Participant deferral / active EE | $5,697 | $8,167-30.2% | $7,845-27.4% | $6,396-10.9% |
| Admin fee / account holder | $6,646 | $11,434-41.9% | $11,815-43.7% | $12,562-47.1% |