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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 | $92,983 | $124,425-25.3% | $112,040-17.0% | $137,256-32.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 12.40% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,015 | $3,411-70.2% | $2,954-65.6% | $4,156-75.6% |
| Participant deferral / active EE | $3,046 | $5,718-46.7% | $5,098-40.2% | $6,407-52.5% |
| Admin fee / account holder | $29,347 | $15,207+93.0% | $12,098+142.6% | $12,270+139.2% |