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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 | $85,844 | $181,896-52.8% | $156,551-45.2% | $273,972-68.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 8.92% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,698 | $6,248-56.8% | $5,501-51.0% | $4,869-44.6% |
| Participant deferral / active EE | $3,651 | $5,550-34.2% | $4,871-25.0% | $5,287-30.9% |
| Admin fee / account holder | $353 | $15,560-97.7% | $13,028-97.3% | $10,133-96.5% |