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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 | $23,037 | $99,345-76.8% | $84,753-72.8% | $273,972-91.6% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.31% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,412 | $4,214-42.8% | $3,574-32.5% | $4,869-50.5% |
| Participant deferral / active EE | $2,512 | $4,270-41.2% | $3,712-32.3% | $5,287-52.5% |
| Admin fee / account holder | $3,480 | $6,645-47.6% | $5,333-34.7% | $10,133-65.7% |