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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 | $73,344 | $123,155-40.4% | $108,753-32.6% | $155,188-52.7% |
| Participation rate | 70.0% | 75.6%-5.6pp | 71.1%-1.1pp | 80.8%-10.8pp |
| Annual return | 17.02% | 44.73%-27.7pp | 37.47%-20.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,090 | $2,811-61.2% | $2,427-55.1% | $4,248-74.3% |
| Participant deferral / active EE | $4,854 | $4,623+5.0% | $4,115+18.0% | $6,531-25.7% |
| Admin fee / account holder | $2,147 | $12,126-82.3% | $10,320-79.2% | $14,480-85.2% |