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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 | $30,788 | $124,425-75.3% | $112,040-72.5% | $137,256-77.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 18.13% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,490 | $3,411-56.3% | $2,954-49.6% | $4,156-64.1% |
| Participant deferral / active EE | $3,062 | $5,718-46.4% | $5,098-39.9% | $6,407-52.2% |
| Admin fee / account holder | $2,058 | $15,207-86.5% | $12,098-83.0% | $12,270-83.2% |