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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 | $94,196 | $126,661-25.6% | $113,397-16.9% | $138,895-32.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 18.17% | 25.05%-6.9pp | 23.20%-5.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,376 | $3,456-60.2% | $2,977-53.8% | $4,194-67.2% |
| Participant deferral / active EE | $3,181 | $5,693-44.1% | $5,076-37.3% | $6,396-50.3% |
| Admin fee / account holder | $1,699 | $14,549-88.3% | $11,957-85.8% | $12,562-86.5% |