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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 | $72,870 | $111,535-34.7% | $105,223-30.7% | $137,256-46.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 13.95% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,748 | $3,939-30.2% | $3,689-25.5% | $4,156-33.9% |
| Participant deferral / active EE | $3,881 | $5,500-29.4% | $5,072-23.5% | $6,407-39.4% |
| Admin fee / account holder | $4,292 | $9,721-55.8% | $8,859-51.5% | $12,270-65.0% |