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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 | $86,314 | $181,896-52.5% | $156,551-44.9% | $273,972-68.5% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 10.10% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,757 | $6,248-71.9% | $5,501-68.1% | $4,869-63.9% |
| Participant deferral / active EE | $3,688 | $5,550-33.6% | $4,871-24.3% | $5,287-30.3% |
| Admin fee / account holder | $1,191 | $15,560-92.3% | $13,028-90.9% | $10,133-88.3% |