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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 | $27,189 | $124,425-78.1% | $112,040-75.7% | $137,256-80.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 16.73% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,675 | $3,411-50.9% | $2,954-43.3% | $4,156-59.7% |
| Participant deferral / active EE | $2,811 | $5,718-50.9% | $5,098-44.9% | $6,407-56.1% |
| Admin fee / account holder | $2,521 | $15,207-83.4% | $12,098-79.2% | $12,270-79.5% |