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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 | $62,716 | $124,425-49.6% | $112,040-44.0% | $137,256-54.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 14.00% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,186 | $3,411-65.2% | $2,954-59.8% | $4,156-71.5% |
| Participant deferral / active EE | $3,618 | $5,718-36.7% | $5,098-29.0% | $6,407-43.5% |
| Admin fee / account holder | $10,513 | $15,207-30.9% | $12,098-13.1% | $12,270-14.3% |