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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 | $83,210 | $106,280-21.7% | $96,538-13.8% | $139,487-40.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 22.01% | 38.48%-16.5pp | 35.74%-13.7pp | 373.84%-351.8pp |
| Employer contribution / active EE | $912 | $4,107-77.8% | $3,740-75.6% | $4,755-80.8% |
| Participant deferral / active EE | $3,417 | $5,457-37.4% | $4,880-30.0% | $6,713-49.1% |
| Admin fee / account holder | $1,977 | $7,888-74.9% | $6,737-70.7% | $11,407-82.7% |