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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 | $72,679 | $111,814-35.0% | $103,378-29.7% | $145,978-50.2% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 11.00% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,721 | $4,215-59.2% | $3,870-55.5% | $4,662-63.1% |
| Participant deferral / active EE | $2,895 | $5,618-48.5% | $5,058-42.8% | $6,690-56.7% |
| Admin fee / account holder | $7,656 | $9,764-21.6% | $8,401-8.9% | $13,400-42.9% |