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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 | $88,002 | $201,344-56.3% | $184,243-52.2% | $145,877-39.7% |
| Participation rate | 76.2% | 87.5%-11.3pp | 86.8%-10.6pp | 80.3%-4.1pp |
| Annual return | 10.32% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,302 | $7,022-67.2% | $6,427-64.2% | $4,663-50.6% |
| Participant deferral / active EE | $7,873 | $9,807-19.7% | $9,132-13.8% | $6,691+17.7% |
| Admin fee / account holder | $11,063 | $16,382-32.5% | $13,914-20.5% | $13,402-17.5% |