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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 | $162,276 | $254,759-36.3% | $216,567-25.1% | $198,609-18.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 10.26% | 10.04%+0.2pp | 12.94%-2.7pp | 202.70%-192.4pp |
| Employer contribution / active EE | $1,819 | $6,096-70.2% | $5,216-65.1% | $5,055-64.0% |
| Participant deferral / active EE | $9,330 | $6,948+34.3% | $6,191+50.7% | $6,977+33.7% |
| Admin fee / account holder | $2,481 | $26,311-90.6% | $21,981-88.7% | $19,030-87.0% |