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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 | $72,016 | $143,969-50.0% | $199,883-64.0% | $82,637-12.9% |
| Participation rate | 73.1% | 84.1%-11.1pp | 86.8%-13.7pp | 68.1%+5.0pp |
| Annual return | 18.61% | 25.67%-7.1pp | 43.81%-25.2pp | 53.51%-34.9pp |
| Employer contribution / active EE | $3,202 | $4,632-30.9% | $6,261-48.9% | $2,552+25.5% |
| Participant deferral / active EE | $6,015 | $6,937-13.3% | $9,138-34.2% | $4,126+45.8% |
| Admin fee / account holder | $931 | $14,597-93.6% | $17,268-94.6% | $7,339-87.3% |