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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 | $65,146 | $103,164-36.9% | $90,259-27.8% | $154,746-57.9% |
| Participation rate | 70.0% | 76.1%-6.1pp | 70.7%-0.7pp | 80.7%-10.7pp |
| Annual return | 16.94% | 19.25%-2.3pp | 18.88%-1.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,842 | $2,532-27.3% | $2,291-19.6% | $4,379-57.9% |
| Participant deferral / active EE | $3,631 | $4,422-17.9% | $3,827-5.1% | $6,730-46.1% |
| Admin fee / account holder | $5,643 | $8,593-34.3% | $7,267-22.3% | $14,365-60.7% |