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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 | $74,723 | $117,846-36.6% | $102,434-27.1% | $145,884-48.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.96% | 31.90%-16.9pp | 29.46%-14.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,252 | $3,615-65.4% | $3,023-58.6% | $4,662-73.1% |
| Participant deferral / active EE | $3,281 | $5,733-42.8% | $5,055-35.1% | $6,690-51.0% |
| Admin fee / account holder | $2,994 | $13,356-77.6% | $9,462-68.4% | $13,392-77.6% |