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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 | $90,607 | $138,312-34.5% | $122,979-26.3% | $155,188-41.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 12.19% | 22.06%-9.9pp | 20.12%-7.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,187 | $3,530-66.4% | $3,062-61.2% | $4,248-72.1% |
| Participant deferral / active EE | $2,618 | $5,592-53.2% | $5,003-47.7% | $6,531-59.9% |
| Admin fee / account holder | $15,759 | $15,089+4.4% | $12,864+22.5% | $14,480+8.8% |