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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 | $71,721 | $177,595-59.6% | $148,496-51.7% | $198,609-63.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 13.18% | 9.97%+3.2pp | 12.33%+0.9pp | 202.70%-189.5pp |
| Employer contribution / active EE | $2,384 | $4,098-41.8% | $3,497-31.8% | $5,055-52.8% |
| Participant deferral / active EE | $2,201 | $5,539-60.3% | $4,808-54.2% | $6,977-68.5% |
| Admin fee / account holder | $710 | $27,010-97.4% | $19,547-96.4% | $19,030-96.3% |