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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 | $81,390 | $124,425-34.6% | $112,040-27.4% | $137,256-40.7% |
| Participation rate | 73.7% | 79.3%-5.6pp | 76.5%-2.8pp | 80.0%-6.3pp |
| Annual return | 13.98% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,118 | $3,411-37.9% | $2,954-28.3% | $4,156-49.0% |
| Participant deferral / active EE | $4,054 | $5,718-29.1% | $5,098-20.5% | $6,407-36.7% |
| Admin fee / account holder | $1,085 | $15,207-92.9% | $12,098-91.0% | $12,270-91.2% |