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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 | $65,034 | $77,449-16.0% | $69,483-6.4% | $152,909-57.5% |
| Participation rate | 72.2% | 78.1%-5.9pp | 74.6%-2.4pp | 82.5%-10.2pp |
| Annual return | 23.08% | 39.09%-16.0pp | 28.99%-5.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $2,885 | $3,316-13.0% | $2,780+3.8% | $4,764-39.4% |
| Participant deferral / active EE | $3,898 | $4,415-11.7% | $3,537+10.2% | $5,851-33.4% |
| Admin fee / account holder | $3,874 | $6,210-37.6% | $3,841+0.9% | $11,601-66.6% |