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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 | $85,271 | $149,679-43.0% | $117,039-27.1% | $147,586-42.2% |
| Participation rate | 70.6% | 83.5%-12.9pp | 77.2%-6.6pp | 82.8%-12.2pp |
| Annual return | 19.93% | 19.31%+0.6pp | 18.95%+1.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,313 | $4,937-73.4% | $3,785-65.3% | $4,876-73.1% |
| Participant deferral / active EE | $4,711 | $4,912-4.1% | $3,929+19.9% | $5,439-13.4% |
| Admin fee / account holder | $2,562 | $7,856-67.4% | $5,974-57.1% | $10,886-76.5% |