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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 | $102,585 | $114,013-10.0% | $103,693-1.1% | $155,188-33.9% |
| Participation rate | 73.7% | 75.2%-1.5pp | 72.6%+1.0pp | 80.8%-7.1pp |
| Annual return | 14.53% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,663 | $3,131-46.9% | $2,920-43.0% | $4,248-60.8% |
| Participant deferral / active EE | $4,362 | $4,970-12.2% | $4,579-4.8% | $6,531-33.2% |
| Admin fee / account holder | $3,252 | $8,407-61.3% | $7,858-58.6% | $14,480-77.5% |